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Based in Melbourne, we save you time & money by finding talented, skilled virtual staff in Philippines & South Africa
SMSF Operations Coordinator
Location
Philippines
Posted
99 days ago
Salary
0
Seniority
Senior
Job Description
SMSF Operations Coordinator
VirtualStaff365
- Process new SMSF establishment applications from start to completion. - Coordinate directly with clients to manage the SMSF setup process. - Collect required documentation and follow up with clients for completed and signed forms. - Maintain and update client records and profiles in internal systems and portals. - Send documents for electronic signing and monitor completion status. - Respond to client enquiries via email and client portals in a professional manner. - Prepare and collate documentation for SMSF tax and compliance requirements. - Respond to internal queries from the Australian accounting team. - Maintain accurate records and ensure documentation is complete and up to date. - Update and maintain the CRM portal with relevant client and marketing information. - Assist with basic website copy updates and marketing administration tasks when required. - Generate marketing or operational reports as required. - Support the team with general administrative and operational tasks.
Job Requirements
- Previous experience in administration roles within financial services, accounting, legal, or insurance industries.
- Strong written English communication skills.
- Excellent attention to detail and organisational skills.
- Ability to follow structured processes and meet deadlines.
- Comfortable working remotely with an Australian-based team.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Experience with document management systems or e-signature tools is advantageous.
- Familiarity with WordPress, Omnisend, Meta, or LinkedIn platforms is a plus.
Benefits
- Permanent work-from-home set-up
- Dayshift (Australian business hours)
- Full-time job
- HMO
- Annual leave
- 13th-month pay
- With Government Mandated Benefits
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