Are you a meticulous and detail-oriented individual with a passion for supporting others? If so, we have an exciting opportunity for you! Our SMSF (Self-Managed Superannuation Fund) Administration Company is seeking a dedicated Administrative Assistant to provide exceptional support to our team of tax agents and accountants in delivering top-notch services to our clients.

Position: Administrative Support

Responsibilities:

Maintain and organise client records, ensuring data accuracy and confidentiality.

Follow up with clients on missing or incomplete information and deadlines.

Collaborate with tax agents to ensure accurate and timely lodgment of SMSF-related forms and reports to relevant authorities.

Coordinate with clients to collect necessary financial data and documentation for SMSF compliance and reporting purposes.

Conduct preliminary reviews of client-provided documents to identify potential discrepancies and request clarifications when required.

Provide general administrative support to the tax agents and the SMSF administration team as needed.

Requirements:

Proven experience in an administrative role.

Familiarity with SMSF administration, superannuation, or tax regulations is an advantage - though full training will be provided.

Strong attention to detail and the ability to maintain accurate records and reports.

Excellent communication skills, both written and verbal, to interact effectively with clients and team members.

Proficient in MS Office Suite (Word, Excel) and experienced in data entry and file management.

Demonstrated ability to prioritise tasks, meet deadlines, and handle multiple responsibilities efficiently.

Discretion and professionalism in dealing with sensitive client information.

Positive attitude, adaptability, and a willingness to learn and grow within the role.

Collaborative team player who can work effectively with colleagues and independently when required.

Benefits:

Competitive salary package with opportunities for career advancement.

Full training provided

Join a supportive and dynamic team environment that values professional development.

Gain valuable insights into the SMSF industry and tax practices.

Access to ongoing training and educational resources.

How to Apply: If you possess the necessary skills and experience to provide excellent administrative support to our team and are eager to contribute to the success of our SMSF Administration Company, we encourage you to apply. Please submit your updated resume and a cover letter outlining why this position appeals to you & your favourite chocolate bar. Applications without a cover letter will not be considered.

Join our team and be an integral part of a company committed to providing top-quality SMSF services to our clients. Take the next step in your career by applying today!