Administration Assistant - Smsf | Perth, Au

Administration Assistant - SMSF Job no: 494567
Work type: Full time
Location: Perth
Categories: National Group Administration

RSM offers the combined benefits of a big firm including extensive networks, training and career opportunities - within a highly supportive, people oriented workplace. This combination provides a great environment to build skills and confidence. We help our people achieve to their best.

Key Responsibilities: Compiling and preparing SMSF's financial reports and associated documents for clients to signReviewing documents returned by clients for completeness and assisting with preparation of SMSF audit filesAssist with billings and debtor managementMaintain ASIC registers for clients including preparing and lodging ASIC forms to update details, manage and lodge annual ASIC returns, monitor clients ASIC accounts for overdue invoices.Sorting, recording and delivering incoming mail on a daily basisEnsure outgoing mail is recorded and mailed on a daily basisGeneral administration duties, including scanning and filing documentsAnswering the telephones and checking voicemail messagesManage updates to SMSFs and reporting to relevant government bodies, including deed updates, name changes, adding new members, removing members, etc.Assist with marketing activities for the divisionAssisting with the administration of onboarding and offboarding clientsMaintain our electronic records of client details to ensure contact details are up to date across various systems Essential skills and attributes: Completion of Year 1212-18 months in a similar roleStrong Communication SkillsStrong attention to detailAbility to work autonomously and as part of a team Advertised: 04 Nov 2024 W. Australia Standard Time
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