SMSF Administration & Client Services Specialist

rsmaus; Perth; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Health and wellness benefits

Job summary

RSM Australia is seeking an Administration Assistant to join the SMSF Services team within the Business Advisory division. You will provide essential administrative support to our SMSF clients, work closely with accountants, advisers, and external stakeholders, and contribute to delivering high-quality service.

Ideal candidates will have at least 12 months' experience in administration or client service, strong attention to detail, and excellent written and verbal communication.

Qualifications

• At least 12 months' experience in an administration or client service role.
• Strong attention to detail and a high level of accuracy.
• Excellent organisational and time management skills.
• Professional written and verbal communication skills.

Responsibilities

• Compile and distribute SMSF financial report packages electronically and in hard copy format
• Manage incoming client enquiries and provide professional customer service
• Assist with client correspondence and documentation
• Prepare invoices and support billing processes
• Onboard new clients and establish records within internal systems
• Maintain accurate and up-to-date client files and documentation
• Liaise with the ATO, ASIC and other professional contacts
• Perform general administration duties, including data entry and document management
• Support the wider SMSF team with day-to-day operational activities

Skills

Attention to detail

Time management

Communication

Customer service

Teamwork

Tools

Outlook

Word

Excel

Job description

RSM Australia is seeking an Administration Assistant to join the SMSF Services team within the Business Advisory division. You will provide essential administrative support to our SMSF clients, work closely with accountants, advisers, and external stakeholders, and contribute to delivering high-quality service.

Ideal candidates will have at least 12 months' experience in administration or client service, strong attention to detail, and excellent written and verbal communication.