Document Services Coordinator

2 weeks ago

Newcastle, New South Wales, Australia Heffron Pty Ltd Full time

With its renowned team of in house experts and dedication to customer satisfaction, Heffron has been steadily growing for the past 25 years and raising standards as we go.

We have won the SMSF Administration Provider for the past 5 years running and recently also won the SMSF Education Provider after investment in and development of our SMSF products and services.


The Document Services Coordinator is a newly created position within our Tech Services Team, providing a range of administrative and specialist document support to the business.

With a high level of autonomy, this position will provide fantastic breadth of exposure to the heart of Operations at Heffron, offering the opportunity to work with and learn from some of the SMSF industry's best.

Offering a professional, collaborative and flexible environment, Heffron is home to some top talent and provides fantastic exposure for those keen to develop their skills and hone their expertise.

Combined with in house training, e-Learning facilities and study support, we are a business that encourages you to achieve excellence and provides a platform for you to reach your full potential.

Flexible work available - hybrid/on-site/remote

About us
Established 25 years ago, Heffron is Australia's leading independent SMSF Administrator.

We provide SMSF solutions to over 5,000 funds, 7,000 members and 1,000 accountants, financial planners and other professionals. We are inherently passionate about providing exceptional client service and raising standards in our industry.


We have designed and implemented industry leading, scalable technology that enables us to provide first class services to our growing client base.

...Basically, we are thinking about the future and we are going places

Our Business


Heffron's core service proposition centres on providing compliance, taxation, accounting and transactional administration to clients as they manage their retirement nest egg via an SMSF.

Managing and nurturing the relationship between Heffron and its clients by understanding our existing client base and employing technical knowledge to provide solutions with exceptional service.

Success will be achieved through effective 'customer first' outcomes and a commercial mindset, cross-functional teams and supporting the development of products and service that really hit the mark.


About You
Working closely with key stakeholders across Tech Services and Operations, this positions requires:

  • Keen attention to detail for effective data entry, management and integrity
  • People skills effective communication & stakeholder management are critical
  • The aptitude to embrace and utilize new technologies, software and platforms
  • The urgency to work to targets and deadlines
  • The motivation to succeed and grow
  • A Super administration or client service background is desirable but not essential.
for a confidential discussion.

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