SMSF Administrator- Greater Western Sydney

Elite Pathways

Living in greater Western Sydney? Looking for a credible, mid-size firm closer to home? The firms provide great training and an international network.

  • International network
  • Excellent training at all levels
  • Great clients
Do you live in Greater Western Sydney? Looking for a credible, mid-size firm closer to home? The firms provide great training, an international network and an active social committee.  This is an employee orientated firm with a dynamic environment.
  
Key Duties:
  • Support the SMSF team
  • Prepare documents to establish SMSFs and Corporate Trustees
  • Update SMSF Deeds and Trustee Constitutions
  • Prepare binding death benefit nominations
  • Administer SMSF’s including maintaining investments, activating data feeds and handling various correspondence
  • Collate documents
  • Lodgement of SMSF Annual Returns
  • Assist with filing, scanning and archiving as required
  • Filing, ensure timesheets are completed on time
  • Client correspondence
  
Skills and Attributes
  • Previous experience in an administrative role within a chartered firm
  • Must have excellent attention to detail with numeracy and literacy skills
  • Must be able to prioritise
  • Strong communication skills, both written and oral
  • Exposure to SMSF Admin
  • Able to work well both autonomously and within a team
  
To apply for this opportunity email your resume to Rosealee@elitepathways.net or apply online.