Smsf Administrator (Part Time - 15 Hours Per Week)

Bdhsterling; Western Australia; On-site; AUD 39,000 - 52,000; Part time

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

This is an excellent opportunity for someone with strong administration and financial services skills who enjoys working with numbers, managing client information and keeping processes running smoothly.
Working 15 hours per week, with flexibility to spread these hours across two or three days, you will provide administrative support to our SMSF function, helping ensure client records are accurate, documentation is maintained and tasks are completed efficiently and within required timeframes.

Responsibilities

We are looking for someone who takes pride in producing accurate work, is naturally organised and enjoys being part of a collaborative team.
You will ideally bring:

• Previous experience in SMSF administration, accounting, bookkeeping or a financial services administration role.
• A basic understanding of basic bookkeeping principles, including debits and credits, GST/BAS, accounts payable and receivable.
• A basic understanding of superannuation principles and terminology.
• Strong attention to detail and confidence working with financial information and figures.
• Proficiency in Microsoft 365, particularly Excel, including filters, lookups and pivot tables.
• Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients.
• Strong organisational skills and the ability to manage competing priorities and deadlines.
• Confidence following up outstanding information and keeping tasks moving.
• A proactive, process-driven approach, with the ability to work independently and as part of a team.
• A calm and professional approach when dealing with client enquiries and changing priorities.

Desirable Experience
The following would be advantageous, but are not essential:

• Experience using ATO Online Services and practitioner portals.
• Familiarity with Practice Ignition.
• A qualification or degree in accounting, finance or a related discipline.

Requirements

• Maintain accurate client and SMSF records, including data entry and document management.
• Assist with the administration and processing of SMSF-related information and documentation.
• Review client records for completeness, accuracy and inconsistencies.
• Assist with bookkeeping-related administration, including basic transaction processing and reconciliation support.
• Monitor outstanding client information and proactively follow up to obtain required documentation.
• Manage client correspondence, responding to routine enquiries in a professional and timely manner.
• Maintain organised electronic client files, ensuring consistent naming conventions and document control.
• Support the team with administrative processes, deadlines and workflow management.
• Follow established procedures and checklists, identifying opportunities to improve efficiency.
• Recognise when technical or complex queries need to be referred to an accountant or financial adviser.

Benefits

bdhSterling is a specialist financial planning firm supporting UK and Australian expatriates with their financial planning needs. With offices across Australia and the UK, we pride ourselves on delivering a high standard of service, building lasting client relationships and creating a supportive environment where our people can thrive.
As our business continues to grow, we are looking for an organised and detail-oriented SMSF Administrator to join our team on a part-time basis.
Working for us you will get:

• A culture where you belong: Join a supportive, collaborative team that lives by its values
• Benefits that make a difference: Enjoy additional annual leave, birthday leave, wellbeing benefits including access to our Employee Discount and Wellbeing platform, bdhBeyond.
• Room to grow your career: Develop your skills, expand your financial services knowledge with financial study support and explore career opportunities within an established international business.
• Flexible Working: 15 hours per week, with flexibility to spread these hours across two or three days