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.

Requirements

• 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.

Benefits

• Permanent work-from-home set-up
• Dayshift (Australian business hours)
• Full-time job
• HMO
• Annual leave
• 13th-month pay
• With Government Mandated Benefits