SMSF Onboarding Specialist - Lead Fund Setups & Launch (Sydney)

SMSF Onboarding Specialist - Lead Fund Setups & Launch (Sydney)

14 Oct
|
Zero Markets Group
|
Sydney

14 Oct

Zero Markets Group

Sydney

Job Description

Zero Markets Group in Sydney is seeking a dedicated SMSF onboarding specialist. You will handle inbound inquiries, book appointments, and walk clients through the establishment process—from required steps to funding—and stay with them as the fund goes live.

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You’ll be the trusted guide, explaining rollovers, keeping momentum, and serving as the primary contact in the first year and thereafter. This role emphasizes client clarity and a warm, proactive approach.

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📌 SMSF Onboarding Specialist - Lead Fund Setups & Launch (Sydney)
🏢 Zero Markets Group
📍 Sydney

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