Key responsibilities include:
- Managing client correspondence, applications, mail, scanning and filing
- Preparing documents, reports and lodgements for advisers and clients
- Maintaining and updating client records across multiple platforms (APS, Class Super, BGL, CAS 360, ATO portal etc.)
- Assisting with SMSF administration, corporate secretarial tasks and investment applications
- Supporting workflow management, accounts processing, invoicing, and compliance packages
- Liaising with clients, advisers, fund managers, and government bodies with professionalism
- Minimum 1 year administration/clerical experience (professional services desirable)
- Advanced Microsoft Office skills and confidence with technology
- Excellent attention to detail, organisation and time management
- Strong written and verbal communication skills with a client-first mindset
- A collaborative, positive team player with initiative and problem-solving ability
You’ll be part of a supportive and professional team where your contribution will directly support the delivery of exceptional client service. We offer opportunities for learning and development, exposure to diverse tasks across superannuation and financial services, and a workplace that values collaboration, accountability, and continual improvement.
If you’re motivated, organised, and ready to grow your career in a dynamic professional services environment, we’d love to hear from you.
How to Apply
Please send your resume to Dani at Kennedy Reid by clicking the 'APPLY NOW' button. If you have any specific questions about the role please email danielle@kennedyreid.com.au
