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Form of workWho are we?
As one of the largest players in the SMSF administration market, SuperConcepts is an industry leader with over 30 years’ experience providing award-winning SMSF and investment administration and technology solutions to thousands of trustees, investors and professionals.
The opportunity:
In an exciting new phase for our business, multiple newly created roles are key to the establishment of Small APRA Fund (SAF) Administration services by SuperConcepts.
As a Client Service Manager (CSM) you’ll be the first point of contact for SAF members and advisers and work closely with a range of internal and external stakeholders to ensure strong governance and compliance practices are maintained.
Broadly speaking your responsibilities will include:
- Design, implement and document processes, considering simplification and value add
- Work cohesively with appointed custodians to ensure investment information is accurate, timely and reconciled
- Respond and action email and inbound phone requests from members, advisers & the trustee in a timely manner
- Administer a range of superannuation events including fund establishment, benefit payments, pension, contributions and fund windups
- Effectively monitor the delivery of Fund administration services in accordance with service agreement, quality standards and regulatory frameworks
- Liaise with external audit partners, the ATO, APRA and other key stakeholders to achieve required outcomes
- Respond accurately and appropriately to technical queries, seeking guidance from internal technical support teams & SMEs
Willingness to attend the office in Adelaide’s CBD 3 days a week, with the option to WFH for 2 days per week is critical.
This is a unique opportunity to be part of something new and grow your career in an innovative, forward thinking organisation.
Your experience and background:
Having previously worked in a client facing role you will have industry experience, ideally coupled with degree qualifications in Accounting or Finance.
Here are the types of experience we are looking for:
- Proven Client Services experience within Financial Services (ideally Superannuation, Financial Advice, or Accounting sectors)
- Experience providing service to members via multiple channels (written, over the phone, face to face)
- Previous experience with small fund administration, process simplification and documentation.
- An understanding of SAF compliance and governance requirements.
Our values are at the centre of all that we do, so alignment to the following is critical:
Service: We serve with integrity, humility and transparency
Commitment: We do what is right and what we say we will do
Teamwork: We believe in the collective wisdom of the team
If the above resonates with you and you are looking for a new challenge then we would love to hear from you.
Got a question? Reach out to Lara Cseh via lara.cseh@superconcepts.com.au or visit our website: www.superconcepts.com.au
