SMSF Portfolio Specialist

1 week ago

Sydney, New South Wales, Australia beBeeSMSFspecialist Full time $100,000 - $120,000
Job Opportunity

We are seeking an ambitious SMSF professional to be involved in a distinct, growing and interesting area.

The role will work closely with a senior colleague and take on ownership and responsibility within the SMSF area.

Key responsibilities include preparation and analysis of SMSF returns, client consulting, compliance, maintenance and review of portfolio records, extensive client interaction and engagement with regards statements of advice (SoA).

The team operates a hybrid working arrangement, providing a great work-life balance.

We offer ongoing training and development of our staff, and have a reputation for quality service and solutions to a broad range of clients.

To be successful in this role, you will need a strong SMSF and compliance background, as well as excellent communication and presentation skills.

Responsibilities also include:

  • Preparation and analysis of SMSF returns
  • Client consulting and support
  • Compliance and risk management
  • Maintenance and review of portfolio records
  • Extensive client interaction and engagement

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