SMSF Admin & Client Services Specialist (Part‑Time) (Dubbo)

SMSF Admin & Client Services Specialist (Part‑Time) (Dubbo)

17 Oct
|
BrightPath Financial Planning
|
Dubbo

17 Oct

BrightPath Financial Planning

Dubbo

Findex is seeking a proactive Client Services Officer to join its SMSF team in Dubbo on a part time 3-day-per-week basis. This office-based 12-month max-term contract role focuses on diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages.

You will handle ASIC requirements, process legal document orders for SMSFs, manage invoicing and WIP, and collaborate with advisors and staff to deliver exceptional client service.

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📌 SMSF Admin & Client Services Specialist (Part‑Time) (Dubbo)
🏢 BrightPath Financial Planning
📍 Dubbo

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