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 sign Reviewing documents returned by clients for completeness and assisting with preparation of SMSF audit files Assist with billings and debtor management Maintain 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 basis Ensure outgoing mail is recorded and mailed on a daily basis General administration duties, including scanning and filing documents Answering the telephones and checking voicemail messages Manage 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 division Assisting with the administration of onboarding and offboarding clients Maintain our electronic records of client details to ensure contact details are up to date across various systems
Essential skills and attributes:
Completion of Year 12 12-18 months in a similar role Strong Communication Skills Strong attention to detail Ability to work autonomously and as part of a team
Advertised: 04 Nov 2024 W. Australia Standard Time
Applications close: #J-18808-Ljbffr