SMSF Operations Coordinator

Job not on LinkedIn

🔥 13 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

VirtualStaff365

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2009

🤝 B2B

☁️ SaaS

👥 HR Tech

B2B • SaaS • HR Tech

VirtualStaff365 is a Melbourne-based company specializing in virtual staff outsourcing solutions. They help Australian businesses save time and reduce staffing costs by providing professional and cost-effective offshore staffing solutions from the Philippines and South Africa. VirtualStaff365 offers a wide range of virtual assistant services, including customer service, data entry, graphic design, web and software development, and more. Their solutions enable businesses to increase operational efficiency and scale quickly while offering a no-risk guarantee.

📋 Description

• 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) • Part-time to Full-time • HMO • Annual leave • 13th-month pay • With Government Mandated Benefits