SMSF Administrator (Part Time - 15 hours per week)
Core
Provide administrative support to the SMSF function, ensuring accurate client records, documentation, and efficient task completion.
Role type
Part-time SMSF Administrator
Builds
Client records, documentation, and administrative workflows for Self-Managed Super Funds
Domain
Financial services / Superannuation
Deliverable
client delivery
Required skills
Data entry, document management, bookkeeping, transaction processing, reconciliation, client correspondence, workflow management, process improvement
Preferred skills
Financial services administration, accuracy in record keeping
Technologies
Electronic file management systems
Responsibilities
Maintain accurate client and SMSF records, assist with SMSF documentation processing, review client records for completeness, support bookkeeping and reconciliation, monitor outstanding client information, manage client correspondence, maintain organized electronic client files, support team workflow management, refer complex queries to accountants or advisers