We are seeking a detail-oriented and highly organised SMSF Operations Officer to join us here at Keep It Simple Super. This Unique role involves coordinating SMSF implementations, managing document agent services, overseeing the ASIC annual process, and handling management of data feeds and client files among other critical functions.

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Key Responsibilities

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• SMSF Implementations: you will be responsible for setting up new and takeover SMSF on various systems and with the ATO and ASIC

• Document Agent Service: you will work alongside our lawyer partner to co-ordinate and collate legal documents for SMSF related transactions such as trust deed updates and pension commencements

• ASIC Annual Process: you will take care of the Corporate Management function for our SMSF trustees and custodians using BGL CAS360

• Data Feed Management: you will work to implement and optimise our real time processing on BGL360 Simple Fund software

• Client File Management: you will maintain our records in an orderly fashion so they are up to date and accessible to our team

 

The right person will also have the opportunity to be part of projects across our group of brands.

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Ideal Candidate Profile

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• Experience: Previous experience in an accounting firm, paralegal, or paraplanning role is highly desirable.

• Skills: Exceptional attention to detail and a proven track record in workflow improvement and process optimisation.

• Attributes: Strong organisational skills, the ability to work under pressure, and a commitment to maintaining high standards of compliance and efficiency.

• Ideally, you will be residing on the Central Coast or Newcastle.

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Why Join Us?

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• Supportive Team Environment: Work within a supportive team that values collaboration, innovation and best practices.

• Location: Enjoy the beautiful, relaxed lifestyle of the Central Coast while pursuing a challenging and rewarding career.

• Flexibility: Our business offers work from home.

• Work with the best: Our team are highly regarded with many years of experience in the SMSF industry.

 

How to Apply

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Please submit your resume and a cover letter outlining your suitability for the role and your experience in similar capacities to admin@keepitsimplesuper.com.au.

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We look forward to welcoming a proactive and skilled SMSF Operations Officer to our team, someone who will play a key role in our continued success and growth.

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