SMSF Operations Coordinator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Manage the entire process of new SMSF establishment applications from initiation to completion.

• Directly liaise with clients to oversee the SMSF setup process.

• Gather necessary documentation and follow up with clients for completed and signed forms.

• Keep client records and profiles updated in internal systems and portals.

• Dispatch documents for electronic signing and track their completion status.

• Address client inquiries through email and client portals in a professional manner.

• Prepare and compile documentation for SMSF tax and compliance obligations.

• Respond to internal inquiries from the Australian accounting team.

• Maintain precise records and ensure that documentation is complete and current.

• Update and manage the CRM portal with relevant client and marketing information.

• Provide assistance with basic website copy updates and marketing administration tasks when necessary.

• Create marketing or operational reports as needed.

• Support the team with general administrative and operational duties.

⛳️ Requirements

• Prior experience in administrative roles within the financial services, accounting, legal, or insurance sectors.

• Proficient written English communication skills.

• Exceptional attention to detail and organizational abilities.

• Capability to adhere to structured processes and meet deadlines.

• Comfortable working remotely with a team based in Australia.

• Advanced knowledge of the Microsoft Office Suite (Word, Excel, PowerPoint).

• Familiarity with document management systems or e-signature tools is a plus.

• Experience with WordPress, Omnisend, Meta, or LinkedIn platforms is advantageous.

🏝️ Benefits

• Permanent work-from-home arrangement

• Dayshift (aligned with Australian business hours)

• Flexible work options from part-time to full-time

• Health Maintenance Organization (HMO) coverage

• Annual leave benefits

• 13th-month pay

• Inclusion of government-mandated benefits