Junior Administration Assistant
Core
Providing administrative support for a Superannuation team, handling client documentation, compliance records, and account setup processes.
Role type
Junior Administration Assistant
Builds
Client documentation packages, compliance records, and internal process improvements
Domain
Financial Services / Superannuation
Required skills
documentation preparation, file management, client correspondence, account setup, compliance record maintenance, deadline monitoring, workflow calendar management, AML documentation, template development, stakeholder liaison
Preferred skills
tech-savviness, AI tool adoption, process improvement, proactive learning
Technologies
AI tools, electronic signing systems, modern office software
Responsibilities
Preparing and processing client documentation and compliance records; Supporting SMSF establishment and administration; Assisting with account setup, rollovers, and trust deed maintenance; Monitoring deadlines and workflow calendars; Liaising with clients and internal stakeholders; Contributing to operational projects and process improvements
Seniority
Entry-level, no prior experience required