Process new SMSF establishment applications from start to completion.
Coordinate directly with clients to manage the SMSF setup process.
Collect required documentation and follow up with clients for completed and signed forms.
Maintain and update client records and profiles in internal systems and portals.
Send documents for electronic signing and monitor completion status.
Respond to client enquiries via email and client portals in a professional manner.
Prepare and collate documentation for SMSF tax and compliance requirements.
Respond to internal queries from the Australian accounting team.
Maintain accurate records and ensure documentation is complete and up to date.
Update and maintain the CRM portal with relevant client and marketing information.
Assist with basic website copy updates and marketing administration tasks when required.
Generate marketing or operational reports as required.
Support the team with general administrative and operational tasks.

Previous experience in administration roles within financial services, accounting, legal, or insurance industries.
Strong written English communication skills.
Excellent attention to detail and organisational skills.
Ability to follow structured processes and meet deadlines.
Comfortable working remotely with an Australian-based team.
Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Experience with document management systems or e-signature tools is advantageous.
Familiarity with WordPress, Omnisend, Meta, or LinkedIn platforms is a plus.

SMSF Operations Coordinator

Key skills