SMSF Operations Coordinator

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🕒 Julho 17

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VirtualStaff365

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2009

🤝 B2B

☁️ SaaS

👥 RH Tech

B2B • SaaS • HR Tech

A VirtualStaff365 é uma empresa sediada em Melbourne, especializada em soluções de terceirização de pessoal virtual. Eles ajudam empresas australianas a economizar tempo e reduzir custos de pessoal, oferecendo soluções de terceirização offshore profissionais e econômicas nas Filipinas e na África do Sul. A VirtualStaff365 oferece uma ampla gama de serviços de assistente virtual, incluindo atendimento ao cliente, entrada de dados, design gráfico, desenvolvimento web e de software, entre outros. Suas soluções permitem que as empresas aumentem a eficiência operacional e escalem rapidamente, oferecendo uma garantia sem riscos.

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

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