SMSF Administrator

SMSF Administrator

Bongiorno and Partners, established in 1964, is Australia's first organisation to fully coordinate the financial affairs of medical and dental professionals. Bongiorno NSW opened its Sydney office in 1976. We have become a market leader by concentrating solely on the medical and dental fields for nearly 50 years, fostering exceptional client relationships through continuity of expertise and a commitment to long-term guidance.

This full-time, onsite role of SMSF Administrator is integral to supporting the SMSF team's preparation and processing of work, ensuring the efficient administration of client files and documentation.

Responsibilities:

• Preparation and presentation of client documentation, including financial packs and correspondence.
• Supporting accountants and managers with client requests.
• Preparation and maintenance of workpapers, file notes, and internal records.
• Managing document workflows, including filing, scanning, and document management.
• Data entry and maintenance of internal systems and WIP tracking.
• Providing general administrative support, including typing, photocopying, and ad hoc duties.
• Assisting the team to ensure work is completed accurately and within required timeframes.

Requirements:

• Administration background in SMSF.
• Strong attention to detail and accuracy.
• Ability to manage priorities and meet deadlines.
• Strong verbal and written communication skills.
• Ability to work collaboratively as part of a team.
• Proficiency in Microsoft Office.

We Offer:

• Fresh new office environment.
• Flexible work arrangements available.
• Strong team culture within a dynamic business.
• Excellent location above a transport hub.

If you are interested in joining our team, please send us your resume.

Company: Bongiorno and Partners Location: Edgecliff Work type: full-time Remote/on-site: onsite