Job Description
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.
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.
Permanent work-from-home set-up
Dayshift (Australian business hours)
Full-time job
HMO
Annual leave
13th-month pay
With Government Mandated Benefits
