SMSF Administration & Client Services Specialist

Rsm; Western Australia; On-site; AUD 55,000 - 75,000; Full time

Job summary

RSM Australia is seeking an Administration Assistant to join the SMSF Services team in the Business Advisory division. You will provide essential administrative support to the SMSF team, coordinating with accountants, advisers, clients, and external stakeholders to ensure smooth service delivery.

Ideal candidates have at least 12 months' experience in administration or client service, with strong attention to detail, organisational skills, and proficiency in Microsoft Office.

Qualifications

• 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.
• Strong customer service focus and a positive attitude.

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

Microsoft Office

Outlook

Word

Excel

Attention to detail

Organisational skills

Time management

Communication skills

Customer service

Team collaboration

Job description

RSM Australia is seeking an Administration Assistant to join the SMSF Services team in the Business Advisory division. You will provide essential administrative support to the SMSF team, coordinating with accountants, advisers, clients, and external stakeholders to ensure smooth service delivery.

Ideal candidates have at least 12 months' experience in administration or client service, with strong attention to detail, organisational skills, and proficiency in Microsoft Office.