Job title: SMSF Specialist
Job type: Permanent
Emp type: Full-time
Industry: Accountancy
Location: Melbourne, VIC
Job published: 05-09-2023
Job ID: 32502

Job Description

Open Door is dedicated to helping organisations achieve gender balance within their leadership teams.

Are you ready to advance your career in Superannuation/SMSF Administration/Accounting to the next level? Our client, a highly respected Private Wealth firm known for building strong client relationships and referral partnerships, is seeking a talented individual to contribute to their ongoing success. They are seeking a Self-Managed Superannuation Fund (SMSF) Client Services Specialist to join their esteemed team. This role offers career growth opportunities and involves positive client interactions.

Key Responsibilities:

  • Client Engagement: Collaborate closely with clients to gather all necessary financial data for the preparation of SMSF financial reports, tax returns, and audits.
  • Accuracy and Compliance: Ensure the accuracy and completeness of all SMSF paperwork and transactions before passing them on to our expert accountants and auditors.
  • Financial Reconciliation: Utilize cutting-edge accounting software to reconcile transactions with precision.
  • Client Support: Address client queries and oversee the day-to-day operations of SMSFs, providing exceptional phone and written support to resolve SMSF-related inquiries.
  • Regulatory Compliance: Maintain impeccable regulatory compliance through meticulous recordkeeping.
  • Administrative Excellence: Manage various ad-hoc administrative tasks and assist with other duties as needed.
  • Process Improvement: Enhance our business processes while adhering to existing procedures.

Please Note: This role is not a traditional bookkeeping or payroll position; it's focused on delivering top-notch SMSF Administration services. You will work closely with clients and internal teams to ensure timely updates, resolve inquiries, and collect essential documentation.

About You:

Relevant Experience: You bring a wealth of experience in Superannuation/SMSF Administration/Accounting, and possess deep knowledge of the SIS Act and Regulations.
Adaptability: Thrive in a fast-paced environment where no two days are the same.
Attention to Detail: Your strong attention to detail and organizational skills are second to none.
Communication Expertise: Excel in both phone and email communication, ensuring clear and effective interactions with clients.
Client-Centric: Your exceptional client relationship skills set you apart from the rest.
Emotional Intelligence: Demonstrate the ability to understand multiple perspectives and navigate complex situations with grace.

What's in it for you : 

  • Permanent full-time role
  • Competitive Salary + Bonus
  • Hybrid work model 
  • Great central CBD location

If you're ready to seize this exciting opportunity and contribute to the continued success of our esteemed client, we encourage you to apply today. Join our team and be part of a dynamic environment where your skills and expertise will make a significant impact. Send us through your details, we'd love to have a chat.

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Important: Please ensure your application is made only through Open Door's careers page on our website. Applications made through third-party sites may not be accepted.   

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