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Form of workAbout Us:
At Sequoia Superannuation Pty Ltd, we're more than just an organisation. We are the bridge connecting Financial Planners, Stockbrokers, Mortgage Brokers, and Accountants across Australia to top-tier SMSF administration and establishment services. In proud association with the NTAA, one of Australia's leading professional accounting bodies, our core values are rooted in excellence and innovation.
Industry Leaders: We stand at the forefront of the flourishing Self-Managed Super Fund industry.
Diverse Clientele: Our clientele is a vibrant mix of accountants, mortgage brokers, financial advisors, and astute investors.
Collaborative Spirit: We are firm believers in the synergy that emerges when brilliant minds collaborate. Here, teamwork is more than just a phrase – it's our way of life.
Your New Role
As our SMSF Fund Administrator, you'll be the heartbeat of our operations. With responsibilities ranging from assisting with the SMSF application process to liaising with ASIC on company matters, the role offers variety and significance. Be it delving into invoice concerns or facilitating clients with software integrations and SMSF related matters, each day promises a fresh challenge.
What We Are Looking For:
Customer Service: Your excellent communication skills will brighten any client's day.
SMSF Experience: A minimum of 2 years' experience in SMSF accounting, combined with a profound grasp of its administration, risk, and compliance.
Tech-Savvy: Proficiency with Class Super.
Detail-Oriented: Your attention to detail is unparalleled – every 'i' dotted, every 't' crossed, without fail.
Team Player: You thrive in a collaborative setting, championing the spirit of collective achievement.
What You Will Be Doing:
• Assist the team and clients with more complex technical items and liaise with SMSF Accountants
• Assist with takeover SMSF application process - liaising with trustees, previous administrators and advisors to obtain all relevant documentation and set up in Class
• Assist with Wind up procedure from start to finish
• Monitor SuperStream requests (rollovers in and out, division 203, etc)
• Assisting clients with Investment Strategy update
If you've got over 2 years of experience in a similar role and a passion for outstanding customer experiences, you might just be the superstar we're looking for!
Why Sequoia Financial Group?
Culture: A supportive atmosphere where every voice is valued and heard.
Prime Location: Fancy the urban vibe? Our premises nestle in the vibrant heart of Sydney.
Ready for a New Adventure?
Send us your resume and a cover letter explaining why you're the perfect fit for this role. Let's shape the future of SMSF together!
The position can be situated in Melbourne or Sydney.
