SMSF Operations Coordinator
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.
Requirements
- 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 job
- HMO
- Annual leave
- 13th-month pay
- With Government Mandated Benefits