Administration Assistant - SMSF
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Job no: 494567
Work type: Full time
Location: Perth
Categories: National Group Administration
RSM offers the combined benefits of a big firm including extensive networks, training and career opportunities – within a highly supportive, people oriented workplace. This combination provides a great environment to build skills and confidence. We help our people achieve to their best.
- Compiling and preparing SMSF’s financial reports and associated documents for clients to sign
- Reviewing documents returned by clients for completeness and assisting with preparation of SMSF audit files
- Assist with billings and debtor management
- Maintain ASIC registers for clients including preparing and lodging ASIC forms to update details, manage and lodge annual ASIC returns, monitor clients ASIC accounts for overdue invoices.
- Sorting, recording and delivering incoming mail on a daily basis;
- Ensure outgoing mail is recorded and mailed on a daily basis;
- General administration duties, including scanning and filing documents
- Answering the telephones and checking voicemail messages
- Manage updates to SMSFs and reporting to relevant government bodies, including deed updates, name changes, adding new members, removing members, etc.
- Assist with marketing activities for the division;
- Assisting with the administration of onboarding and offboarding clients; and
- Maintain our electronic records of client details to ensure contact details are up to date across various systems
Essential skills and attributes:
- Completion of Year 12
- 12-18 months in a similar role
- Strong Communication Skills
- Strong attention to detail
- Ability to work autonomously and as part of a team
Advertised: W. Australia Standard Time
Applications close:
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