Our client is an Australian wealth and financial services organisation that supports individuals with strategic wealth structuring, including Self-Managed Super Fund (SMSF) establishment and administration. They work closely with accountants and financial advisers to deliver compliant, efficient, and technology-driven financial solutions.
They are now seeking to hire a SMSF Operations Coordinator to support the day-to-day administration and operational processes involved in establishing and maintaining Self-Managed Super Funds while coordinating with clients, accountants, and internal stakeholders.
Job/Role Responsibilities
* Process new SMSF establishment applications from start to completion.
* Coordinate directly with clients to manage the SMSF setup process.
* Collect required documentation and follow up with clients for completed and signed forms.
* Maintain and update client records and profiles in internal systems and portals.
* Send documents for electronic signing and monitor completion status.
* Respond to client enquiries via email and client portals in a professional manner.
* Prepare and collate documentation for SMSF tax and compliance requirements.
* Respond to internal queries from the Australian accounting team.
* Maintain accurate records and ensure documentation is complete and up to date.
* Update and maintain the CRM portal with relevant client and marketing information.
* Assist with basic website copy updates and marketing administration tasks when required.
* Generate marketing or operational reports as required.
* Support the team with general administrative and operational tasks.
Qualifications
* Previous experience in administration roles within financial services, accounting, legal, or insurance industries.
* Strong written English communication skills.
* Excellent attention to detail and organisational skills.
* Ability to follow structured processes and meet deadlines.
* Comfortable working remotely with an Australian-based team.
* Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
* Experience with document management systems or e-signature tools is advantageous.
* Familiarity with WordPress, Omnisend, Meta, or LinkedIn platforms is a plus.
Benefits
* Permanent work-from-home set-up
* Dayshift (Australian business hours)
* Full-time jobHMO
* Annual leave
* 13th-month pay
* With Government Mandated Benefits
#J-18808-Ljbffr