Financial Operations Specialist

1 day ago

Shepparton, Victoria, Australia beBeeCompliance Full time $90,000 - $120,000

As a key member of our team, you will take ownership of Self-Managed Super Fund (SMSF) operations and be responsible for directing workflow and ensuring delivery of an efficient, well-controlled service that meets regulatory, client and internal quality standards.

We offer flexibility to work from any of our offices, your home, or a blend of both, tailored to suit the right candidate. There may be requirements to be in office on some ad-hoc days.

Key Responsibilities:

  • Manage end-to-end superannuation processing tasks, including contributions, rollovers, benefit payments, and compliance reporting.
  • Provide technical support and subject matter expertise on superannuation regulations, particularly in relation to SMSFs and employer obligations.
  • Prepare and review documentation for lodgements, compliance checks, and audits (e.g., TBARs, pension commencements, minimum pension reviews).
  • Collaborate with accountants, auditors, and compliance teams to ensure seamless data flow and process integrity.
  • Monitor regulatory developments from the ATO, ASIC, and Treasury, and contribute to internal updates and process enhancements.
  • Maintain accurate and up-to-date records across superannuation platforms.
  • Assist with year-end processing and fund reviews, ensuring deadlines and compliance requirements are met.
  • Support internal teams with client file reviews, fund set-ups, restructures, and document collation.

Requirements:

  • Bachelor's degree in Finance, Commerce, Accounting, or a related discipline.
  • Minimum 3–5 years' experience in superannuation administration, technical services, or fund operations.
  • Deep understanding of Australian superannuation legislation, with a focus on compliance and reporting obligations.
  • Experience working with SMSFs, including handling contributions, pensions, and member balances.
  • Familiarity with systems such as BGL 360, Class Super or similar administration platforms.
  • Strong attention to detail, process-orientation, and accuracy in handling sensitive financial information.
  • Strong organisational and documentation skills.
  • High level of compliance awareness and risk management.
  • Analytical mindset with the ability to interpret regulatory updates.
  • Collaborative, team-oriented approach with strong communication skills.
  • Ability to manage multiple deadlines and work independently with minimal supervision.

Flexible Work Arrangements:

We offer flexible work arrangements to suit the right candidate, with the possibility to work from our offices, your home, or a blend of both.

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