Description

This is an excellent chance for someone with strong administration and financial services skills who enjoys working with numbers, managing client information and keeping processes running smoothly.
Working 15 hours per week, with flexibility to spread these hours across two or three days, you will provide administrative support to our SMSF function, helping ensure client records are accurate, documentation is maintained and tasks are completed efficiently and within required timeframes.
Requirements

- Maintain accurate client and SMSF records, including data entry and document management.
- Assist with the administration and processing of SMSF-related information and documentation.
- Review client records for completeness, accuracy and inconsistencies.
- Assist with bookkeeping-related administration,



including basic transaction processing and reconciliation support.
- Monitor outstanding client information and proactively follow up to obtain required documentation.
- Manage client correspondence, responding to routine enquiries in a professional and timely manner.
- Maintain organised electronic client files, ensuring consistent naming conventions and document control.
- Support the team with administrative processes, deadlines and workflow management.
- Follow established procedures and checklists, identifying opportunities to improve efficiency.
- Recognise when technical or complex queries need to be referred to an accountant or financial adviser.

📌 SMSF Administrator (Part Time - 15 hours per week) (Perth)
🏢 Description This
📍 Perth