SMSF Operations Coordinator

1 hour, 57 minutes ago
Full-time
Junior
Operations
Virtual Assistance Services

Virtual Assistance Services

VirtualStaff365 is a Melbourne-based outsourcing specialist that helps Australian businesses source, hire, and retain virtual staff. They assist in improving operational efficiency, reducing staffing costs, and growing businesses by providing professio...

Professional Services
11-50
Founded 2016

Description

  • 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 on 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.
  • Update the CRM portal with relevant client and marketing information.
  • Assist with basic website copy updates, marketing administration tasks, and general operational support as needed.

Requirements

  • Previous administration experience in 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, including Word, Excel, and 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 setup.
  • Day shift aligned to Australian business hours.
  • Full-time position.
  • HMO coverage.
  • Annual leave.
  • 13th-month pay.
  • Government-mandated benefits.

Interested in this position?

Apply directly on the company website

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