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SMSF Operations Coordinator

Our client is an Australian wealth and financial services organisation that supports individuals with strategic wealth structuring, including Self-Managed Super Fund (SMSF) establishment and administration. They work closely with accountants and financial advisers to deliver compliant, efficient, and technology-driven financial solutions.

They are now seeking to hire a SMSF Operations Coordinator to support the day-to-day administration and operational processes involved in establishing and maintaining Self-Managed Super Funds while coordinating with clients, accountants, and internal stakeholders.

Job/Role Responsibilities

  • Process new SMSF establishment applications from start to completion.
  • Coordinate directly with clients to manage the SMSF setup process.
  • Collect required documentation and follow up with clients for completed and signed forms.
  • Maintain and update client records and profiles in internal systems and portals.
  • Send documents for electronic signing and monitor completion status.
  • Respond to client enquiries via email and client portals in a professional manner.
  • Prepare and collate documentation for SMSF tax and compliance requirements.
  • Respond to internal queries from the Australian accounting team.=
  • Maintain accurate records and ensure documentation is complete and up to date.
  • Update and maintain the CRM portal with relevant client and marketing information.
  • Assist with basic website copy updates and marketing administration tasks when required.
  • Generate marketing or operational reports as required.
  • Support the team with general administrative and operational tasks.

Requirements

  • Previous experience in administration roles within financial services, accounting, legal, or insurance industries.
  • Strong written English communication skills.
  • Excellent attention to detail and organisational skills.
  • Ability to follow structured processes and meet deadlines.
  • Comfortable working remotely with an Australian-based team.
  • Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Experience with document management systems or e-signature tools is advantageous.
  • Familiarity with WordPress, Omnisend, Meta, or LinkedIn platforms is a plus.

Benefits

  • ​Permanent work-from-home set-up
  • Dayshift (Australian business hours)
  • Part-time to Full-time
  • HMO (STAFF only)
  • Annual leave
  • 13th-month pay
  • With Government Mandated Benefits

What this application asks

workable

First name, Last name, Email, Headline, Phone, Address, Summary, Resume, Cover letter, Please advise your expected salary in PHP per hour

  • We’re seeking someone who can dedicate themselves fully to the role. Please apply only if you are not currently employed in another full-time position or can transition out of it before starting. Can you confirm that you’ll be available to start this role without any conflicting commitments, including part-time, full-time, or freelance work? yes / no
  • Are you comfortable starting in a part-time role (20-30 hrs/week) with the possibility of going full-time later, and can you commit to this setup long term? yes / no
  • If you are shortlisted, we would like to contact you on Google Chat or MS Teams. Please provide your email ID ( e.g. "MS Teams - [email protected]")
  • Please provide a link to your LinkedIn profile account.
  • Please note that as a requirement, we will implement a Time Tracker system. Its purpose is to ensure transparency for our clients, indicating our active involvement in our tasks, and to maintain an accurate record of daily working hours. Could you please confirm your willingness to use this system? yes / no
  • If you are hired by us, you will be engaged under a Philippines Employment Model contract, which means your government-mandated benefits will be fully covered and seamlessly managed on your behalf. Would you be comfortable with this arrangement? yes / no
  • The majority of our clients expect our staff to be available for live video chats at short notice. Do you believe you'll be able to commit if they connect with you unexpectedly? yes / no
  • Please upload a 1-2 minute VIDEO recording summarising your work experiences. You can use any platform you prefer. Once recorded, upload your video to your preferred drive and share the link here. Ensure the link is accessible to anyone with the link. Record in your working area, ensure a quiet environment and maintain a professional appearance. Note that this is MANDATORY, and we cannot proceed with your application without it.
  • Have you worked for an Australian client before? yes / no
  • Do you have previous administrative experience within the financial services, accounting, legal, or insurance industry? yes / no
  • Have you previously supported client onboarding or document processing tasks in an office or administrative role? yes / no
  • Do you have experience managing client records or documentation within CRM or internal systems? yes / no
  • Have you worked with electronic document signing tools or document management systems before? Please specify the name of the tool.
  • Are you comfortable following structured procedures and repeating tasks consistently? yes / no
  • What other tools and platforms you are proficient with? Please specify.
  • In 100 words, please tell us about those experiences you had that is related to this role. written answer
  • Do you currently have any full-time, part-time, or side commitments? If yes, how much notice do you need to render, and how soon would you be able to start and fully commit to this role?
  • What motivates you to seek a new opportunity and move on from your current/previous role? written answer
  • Will you require maternity/paternity leave within the next 12 months? If not, then do you have any prior planned leaves? Please specify.
  • How many monitor/s do you have available? choose one
  • Please attach a screenshot of your PC/Laptop specs. upload
  • What is your current internet service provider, and what alternative or back-up internet connection do you have in place?
  • Please upload a screenshot of your internet speed test result using this link: https://fiber.google.com/speedtest/. STEPS: (1) Use Google Chrome browser (2) go to https://fiber.google.com/speedtest/ (3) Change the server to any Melbourne/Sydney provider (4) run the speed test (5) take a screenshot. upload
  • I hereby authorise VirtualStaff365 to contact my previous employers, supervisors, and references for the purpose of verifying my employment history and qualifications. I consent to the collection and processing of my personal data in accordance with the Philippines’ Data Privacy Act of 2012 (Republic Act No. 10173). yes / no
  • Please provide two direct report reference contacts (Name and Mobile No./Email add) written answer
  • Please note that an active NBI clearance is required before we can process your application. Candidates without an active NBI clearance will not be considered until they obtain one. Do you understand and agree to this requirement? choose one
  • Do you currently have an active NBI clearance? choose one
  • Please upload a digital copy of your valid NBI Clearance. We also accept a screenshot of your NBI appointment or a valid Police Clearance as an alternative. upload
  • If Only Applicable: If you selected "HIT", please briefly state the reason for the HIT (if known), and how many working days you were advised it would take to process. Write N/A if not applicable. written answer

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