Self Managed Superannuation Fund (SMSF) Administrator

Location:
Melbourne  
Employment Type:
FP - Full-Time Permanent  
Department:
GM - Finance Operations

About us:

Netwealth is an ASX listed financial services and technology company providing astute investors, financial advisers, private clients and high net worth firms with a way to see wealth differently. We offer a range of innovative portfolio administration, superannuation, retirement, investment and Managed Account solutions through our award-wining platform. Currently rated Australia’s Number 1 Platform for overall functionality and satisfaction, we provide wealth professionals with the technology required to efficiently manage and add value to their wealth portfolios.

The Opportunity:

We are looking for a Self Managed Superannuation Fund (SMSF) Administrator to join our team. You will be responsible for all administrative aspects of the SMSFs that Netwealth administers. The key deliverable is the they are completed accurately and in a timely manner. This role provides key support and assistance to the accountants in the team. It is also the key conduit between the funds’ auditors, advisers and trustees, ensuring all documents are dispatched and received in a timely manner to ensure compliance with lodgement deadlines.

The primary responsibility of the SMSF Fund Administrator is:

  • Collation of establishment documents including trust deeds, company constitutions and Netwealth administration agreements for new SMSFs
  • Processing third payments or initiating requests for payments
  • Preparation of invoices and following up of amounts outstanding if required for work performed on SMSFs
  • Preparation and dispatch of BAS/IAS on a quarterly/annual basis
  • Preparation and dispatch of end of year-end reporting packs
  • Liaising with key stakeholders including, trustees, advisers and auditors
  • Other ad-hoc duties as needed and providing assistance to the wider Finance team when required including assisting accounts payable
  • Providing support to Netwealth Reception by providing relief in some circumstances.

In this role you’ll:

Be part of a growing and talented team of agile and curious people who work together to achieve phenomenal outcomes for our customers. We strive to form teams that represent a variety of backgrounds, perspectives and skills and who share our values of Curious, Courageous, Collaborative, Agile, Genuine and Optimistic.

We’d love to hear from you if you have:

  • A basic understanding of SMSFs and the regulatory environment that they operate in
  • A knowledge and understanding of financial products and their application and of financial services regulation and disclosure requirements
  • Excellent communication skills (both written and verbal) to enable effective communication with internal and external stakeholders and preparation of reports and disclosure documents
  • Attention to detail, to ensure complete and accurate information in financial documents
  • Strong organisational and time management skills and ability to work autonomously
  • A strong customer service centric with the desire to provide excellent client service to trustees and advisers.

Working at Netwealth is exciting, challenging and full of new experiences. It’s a great time to join our growing company and talented team. Are you curious about this opportunity? If you love working in a challenging and fast-paced environment, now is the time to tell us more about yourself.

How to apply:

Does this role sound like your next opportunity? We'd love to hear from you as soon as possible so please "Apply Now"! Attach your resume and write a covering letter telling us why you feel you are the perfect person to join our Netwealth team.