Client Services & SMSF Admin Specialist (Part-Time)

Warrigal; Sydney; On-site; AUD 26,000 - 36,000; Part time

Job summary

Warrigal in Sydney is seeking a proactive Client Services Officer to join our SMSF team on a part-time basis (two days per week). This 12-month max-term contract role focuses on delivering high-quality client service through accurate administration and timely communication with advisors and staff.

You will handle tasks from lodging tax returns and ATO correspondence to preparing financial packages and onboarding new entities, with comprehensive training and buddy support to help you grow within

Responsibilities

• Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages
• Attend to ASIC requirements, along with new entity establishments
• Processing of orders for legal documents associated with SMSFs
• Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service
• Communicate with accountants, partners and other staff to ensure exceptional service delivery to support them in servicing client requests

Job description

Warrigal in Sydney is seeking a proactive Client Services Officer to join our SMSF team on a part-time basis (two days per week). This 12-month max-term contract role focuses on delivering high-quality client service through accurate administration and timely communication with advisors and staff.

You will handle tasks from lodging tax returns and ATO correspondence to preparing financial packages and onboarding new entities, with comprehensive training and buddy support to help you grow within