SMSF Admin & Client Services Specialist

Rsm-; Western Australia; On-site; AUD 55,000 - 65,000; Full time

Job summary

RSM Australia is seeking an Administration Assistant to support the SMSF team with essential administrative tasks, coordinating client communications, and ensuring timely delivery of reports.

You will work with accountants, advisers, and clients, maintaining accurate records, onboarding new clients, preparing invoices, and liaising with regulatory bodies as needed. A detail-focused, organised approach and strong MS Office skills are essential.

Qualifications

• 12 months' experience in administration or client service.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.

Responsibilities

• Compile and distribute SMSF financial report packs.
• Manage client enquiries with professional service.
• Assist with client correspondence and documentation.
• Prepare invoices and support billing processes.
• Onboard new clients and maintain records in systems.
• Liaise with ATO/ASIC and other contacts as needed.

Skills

Attention to detail

Organisational skills

Time management

Communication

Customer service

Tools

Microsoft Office

Outlook

Excel

Word

Job description

RSM Australia is seeking an Administration Assistant to support the SMSF team with essential administrative tasks, coordinating client communications, and ensuring timely delivery of reports.

You will work with accountants, advisers, and clients, maintaining accurate records, onboarding new clients, preparing invoices, and liaising with regulatory bodies as needed. A detail-focused, organised approach and strong MS Office skills are essential.