SMSF OPERATIONS COORDINATOR

Our client is an Australian wealth and financial services organisation that supports individuals with strategic wealth structuring, including Self-Managed Super Fund (SMSF) establishment and administration. They work closely with accountants and financial advisers to deliver compliant, efficient, and technology-driven financial solutions. They are now seeking to hire a SMSF Operations Coordinator to support the day-to-day administration and operational processes involved in establishing and maintaining Self-Managed Super Funds while coordinating with clients, accountants, and internal stakeholders. Job/Role Responsibilities • 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 with clients for 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.= • Maintain accurate records and ensure documentation is complete and up to date. • Update and maintain the CRM portal with relevant client and marketing information. • Assist with basic website copy updates and marketing administration tasks when required. • Generate marketing or operational reports as required. • Support the team with general administrative and operational tasks. • Previous experience in administration roles within 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 (Word, Excel, PowerPoint). • Experience with document management systems or e-signature tools is advantageous. • Familiarity with WordPress, Omnisend, Meta, or LinkedIn platforms is a plus. • Permanent work-from-home set-up • Dayshift (Australian business hours) • Part-time to Full-time • HMO • Annual leave • 13th-month pay • With Government Mandated Benefits