Part-Time SMSF Administrator – Flexible Hours

Bdhsterling

Western Australia

On-site

AUD 39,000 - 52,000

Part time

6 days ago
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Benefits offered by this job

Culture of Belonging
Annual leave & Birthday leave
Wellbeing benefits & Employee Discount

Job summary

bdhSterling is seeking a part-time SMSF Administrator to support our SMSF function with 15 hours weekly across two or three days. You will maintain client and SMSF records, manage documentation, and assist with bookkeeping and administration in a collaborative team.

Strong attention to detail and experience in financial services administration are essential. Proficiency in Microsoft 365 and Excel, plus good communication and organisation, will help you thrive in this role.

Qualifications

  • Experience in SMSF administration or financial services administration.
  • Understanding of basic bookkeeping, GST/BAS, A/P and A/R.
  • Knowledge of superannuation principles and terminology.
  • Strong attention to detail and data handling with figures.

Responsibilities

  • Maintain accurate client and SMSF records, including data entry and document management.
  • Assist with SMSF-related administration, processing and documentation.
  • Review client records for completeness and accuracy.
  • Assist with basic bookkeeping administration and reconciliation support.
  • Proactively follow up outstanding information to meet deadlines.
  • Manage client correspondence professionally and timely.
  • Keep electronic files organized with consistent naming conventions.
  • Support team with processes, deadlines and workflow management.
  • Follow procedures and identify efficiency improvements.
  • Escalate complex queries to an accountant or financial adviser when needed.

Skills

SMSF administration
Accounting
Bookkeeping
Financial services administration
Excel
Communication
Organisation
Time management

Education

Accounting/Finance qualification

Tools

Microsoft 365
Excel
ATO Online Services
Practice Ignition

Job description

bdhSterling is seeking a part-time SMSF Administrator to support our SMSF function with 15 hours weekly across two or three days. You will maintain client and SMSF records, manage documentation, and assist with bookkeeping and administration in a collaborative team.

Strong attention to detail and experience in financial services administration are essential. Proficiency in Microsoft 365 and Excel, plus good communication and organisation, will help you thrive in this role.

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