Administration Assistant
Core
Provide essential administrative support to the SMSF (Self-Managed Super Fund) team, ensuring smooth service delivery to clients through document management, billing support, and client onboarding.
Role type
Administrative Assistant (Professional Services)
Builds
Client service delivery and operational support for SMSF advisory services
Domain
Financial Services / Superannuation / Professional Services
Required skills
Financial report compilation, Client enquiry management, Invoicing and billing support, Client onboarding, Data entry, Document management, Regulatory liaison (ATO/ASIC), Microsoft Office proficiency
Preferred skills
Experience in administration or client service roles, Strong attention to detail, Time management, Team collaboration
Technologies
Microsoft Outlook, Microsoft Word, Microsoft Excel
Responsibilities
Compile and distribute SMSF financial report packages, Manage incoming client enquiries, Assist with client correspondence and documentation, Prepare invoices and support billing processes, Onboard new clients and establish records, Maintain accurate client files, Liaise with ATO and ASIC, Perform general administration duties
Seniority
Junior to Mid-level, hands-on IC