SMSF Administrator

SMSF Administrator

We are an accounting and financial services business seeking a professional, self-motivated, team oriented and experienced SMSF administrator for our Essendon office.

Reporting to the SMSF Manager, this role primarily focuses on SMSF administration tasks, client communication and client contact.

The role offers considerable scope for you to demonstrate and build upon your existing skills while providing the training you need and want. Our office hours (and working hours) are 8:30am-5:00pm.

What we offer:

We have a highly respected and professional reputation within the Australian financial services market which in turn sees our business continue to grow.

• Excellent team based work environment that is innovative and enjoyable.
• Spacious workspace and office floor plan
• Friday night drinks
• Secured allocated car park space in the building
• Office very close to public transport
• Development opportunities via offsite training
• Specialist SMSF Firm

Key responsibilities:

• Communicate internally to staff and to clients effectively.
• Scanning & digital filing
• Management of regulatory lodgement deadlines and workflow
• Liaison with third parties including the ATO
• Management of client data
• Assisting with a wide range of superannuation tasks.
• Miscellaneous admin tasks

Experience – Compulsory:

• Experience working in the accounting and/or financial planning industry

Experience – ideally you have:

• A minimum of 1-2 years current SMSF experience
• Exceptional communication skills
• Exceptional customer services skills
• Exceptional Microsoft Office skills

Attributes we are looking for:

• Team player
• Tech savviness with experience using MS Office Suite and CRMs (experience with Class Super is advantageous)
• A mature and professional attitude
• First class communication
• Excellent relationship management abilities
• Willingness to bring new ideas and innovation
• Self-motivated and conscientious
• Highly organised and works to deadlines
• Pro-active – can do attitude
• Detailed, flexible, and able to multitask
• Excellent problem solving skills
• Can work independently as well as in a team

Please note we may consider applications on an ongoing basis and therefore encourage you to apply at your earliest opportunity.

All applicants must have valid working rights in Australia and the successful candidate will be required to undergo pre-employment checks which include a National Police Check.