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CAREERS

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SMSF ADMINISTRATION ASSISTANT/CLIENT CONCIERGE

If you are looking for a positive work environment with supportive team members and opportunity for further career growth, then we have the role for you! At Slack-Smith Financial we put our people first and foremost and look forward to welcoming you to our team. 
 

Overview of role: 

We are looking for a proactive Administration Assistant to provide high-level support to our Self-Managed Superannuation Fund Partner as well as our valued team members and clients as our Client Concierge. 

This role requires a high level of presentation, attention to detail, communication, organization skills, enthusiasm, and a can-do attitude. 
 

Key details:

37.5 hours per week / 75 hours per fortnight Monday to Friday 8:30 am to 4:30 pm

Salary plus 11% superannuation (salary determined by experience) 

Flexible work-life balance 
 

Key Responsibilities: 

- Arrange appointments, monitor calendar and room bookings 

- Answer reception phone and transfer calls to appropriate team member with an upbeat and positive attitude 

- Ensure board room and reception is kept tidy and prepared for clients at all times 

- Assist with preparation of letters to be sent to clients 

- Draft emails for Audit correspondence 

- Assist with Annual Packages using Class Super software 

- Liaise with SMSF Auditors 

- Liaise with banks when required 

- Update client data in systems 

- Assist with lodgements 

- Scanning and filing of documentation received 

- Maintaining data feeds in Class Super software 
 

Required skills: 

- Previous administrative experience 

- Have an organised and proactive approach to workflow 

- Excellent written and verbal communication skills 

- Highly motivated 

- Team player 

- Willing to learn 

- Strong attention to detail 

- Have an interest within the Superannuation and accounting industry 

- Proficient with Office 365 
 

Want to know why our team loves working at Slack-Smith Financial? Click here to learn more! Alternatively, get in touch with our Office Manager Logan by sending us your resume to hello@ssfin.com.au we would love to hear from you and learn what strengths you could bring to our incredible team!

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