Smsf Specialist
3 months ago
**Open Door is dedicated to helping organisations achieve gender balance within their leadership teams.**
Are you ready to advance your career in Superannuation/SMSF Administration/Accounting to the next level? Our client, a highly respected Private Wealth firm known for building strong client relationships and referral partnerships, is seeking a talented individual to contribute to their ongoing success. They are seeking a Self-Managed Superannuation Fund **(SMSF) Client Services Specialist** to join their esteemed team. This role offers career growth opportunities and involves positive client interactions.
**Key Responsibilities**:
- **Client Engagement**:Collaborate closely with clients to gather all necessary financial data for the preparation of SMSF financial reports, tax returns, and audits.
- **Accuracy and Compliance**: Ensure the accuracy and completeness of all SMSF paperwork and transactions before passing them on to our expert accountants and auditors.
- **Financial Reconciliation**:Utilize cutting-edge accounting software to reconcile transactions with precision.
- **Client Support**:Address client queries and oversee the day-to-day operations of SMSFs, providing exceptional phone and written support to resolve SMSF-related inquiries.
- **Regulatory Compliance**: Maintain impeccable regulatory compliance through meticulous recordkeeping.
- **Administrative Excellence**:Manage various ad-hoc administrative tasks and assist with other duties as needed.
- **Process Improvement**: Enhance our business processes while adhering to existing procedures.
- Please Note_: This role is not a traditional bookkeeping or payroll position; it's focused on delivering top-notch SMSF Administration services. You will work closely with clients and internal teams to ensure timely updates, resolve inquiries, and collect essential documentation.
**About You**:
**Relevant Experience**: You bring a wealth of experience in Superannuation/SMSF Administration/Accounting, and possess deep knowledge of the SIS Act and Regulations.
**Adaptability**: Thrive in a fast-paced environment where no two days are the same.
**Attention to Detail**:Your strong attention to detail and organizational skills are second to none.
**Client-Centric**:Your exceptional client relationship skills set you apart from the rest.
**Emotional Intelligence**: Demonstrate the ability to understand multiple perspectives and navigate complex situations with grace.
**What's in it for you**:
- Permanent full-time role
- Competitive Salary + Bonus
- Hybrid work model
- Great central CBD location
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