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Finance Admin Assistant

1 month ago

Bunbury, Australia RSM Australia Full time

Finance Admin Assistant

**Finance Admin Assistant**

**Job no**: 494625
**Work type**: Full time
**Location**: Bunbury
**Categories**: Business Advisory Services, National Administration

**Position Summary**:
As an Admin Assistant you will provide support to our SMSF division as they provide advice and compliance to clients. In this role you will prepare reports, manage lodgements and provide operational support to the SMSF team.

**OUR VALUE PROPOSITION**

At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.

RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.

Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values - integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.

**Key Responsibilities**:

- Compiling and preparing SMSF's financial reports and associated documents for clients to sign
- Reviewing documents returned by clients for completeness and assisting with preparation of SMSF audit files
- Assist with billings and debtor management
- Maintain ASIC registers for clients including preparing and lodging ASIC forms to update details, manage and lodge annual ASIC returns, monitor clients ASIC accounts for overdue invoices.
- Sorting, recording and delivering incoming mail on a daily basis;
- Ensure outgoing mail is recorded and mailed on a daily basis;
- General administration duties, including scanning and filing documents
- Manage updates to SMSFs and reporting to relevant government bodies, including deed updates, name changes, adding new members, removing members, etc.
- Assist with marketing activities for the division;
- Assisting with the administration of onboarding and offboarding clients; and
- Maintain our electronic records of client details to ensure contact details are up to date across various systems

**Education Requirements**:
Essential
- Completion of Year 12

Desirable
- Certificate in Business Administration

**Demonstrated Experience & Attributes**

Essential
- 12-18 months in a similar role
- Strong Communication Skills
- Strong attention to detail
- Ability to work autonomously and as part of a team

**Life at RSM**:
RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are

Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.

**How to apply**:
Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.

**Advertised**: 11 Dec 2024 W. Australia Standard Time
**Applications close**:
Job ID 494625