As trusted business advisors with a proven reputation for exceptional service, we leverage innovative solutions to support sustainable client success.

About the role

The Superannuation Administration role is responsible for maintenance of financial data, accurate and timely administrative services across various superannuation schemes and products for our clients.

This role is accountable for ensuring that the activities completed complies with the agreed procedures, priorities and meets service levels.

The position requires the completion of daily key responsibilities specifically opening, scanning, indexing and distributing of incoming and outgoing mail, including client account maintenance, processing simple client registry tasks and general administrative support as required.

Key Responsibilities

· Administrative duties including scanning and indexing incoming mail and distribution of outgoing mail.

· Processing basic client registry tasks.

· Monitor and track requests.

· Preparation of Engagement Letters, collating newsletters, ordering title documents.

· Ensuring data base of clients is up to date; Using CAS360 for any client address changes to produce forms, send for signature and ensure lodgement.

· Liaise with ATO as required for lodgement deferrals, Payment arrangements and follow ups between all stakeholders

· Maintain accurate records and ensure data integrity across platforms

· Utilise Microsoft 365 tools (Excel, Outlook, Teams, SharePoint) for reporting, communication, and collaboration.

· Assist in process improvement initiative and automation using BGL and 0365 capabilities

Required Skills & Experience

· Minimum 2 years of experience in SMSF administration

· Proficiency in BGL Simple Fund 360

· Strong working knowledge of Microsoft 365 applications (Excel, Outlook, Teams, SharePoint)

· Understanding of superannuation legislation, compliance, and tax requirements

· Excellent attention to detail and organisational skills

· Strong communication and interpersonal abilities

· Willingness to learn

What we offer

· Flexible work patterns - full-time, part-time, school hours, long days.

· 5 weeks holidays

· On-site parking