Client Services Officer - SMSF

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Part time opportunity with flexibility around hours| Superannuation Processing Team| BGL360 experience a must!

Summary about this job

Business Services & Corporate Advisory

Company: Bentleys

Location: Brisbane

Work type: Part Time

Salary: n\a

Phone: +61-7-2903-1092

Fax: +61-8-7924-8243

E-mail: n\a

Site:

Detail information about job Client Services Officer - SMSF. Terms and conditions vacancy

ABOUT THE COMPANY

Bentleys is an independent network of accountants, taxation and business advisers focused on delivering clear business advice and creative solutions that generate tangible benefits for our clients. With 17 partners and over 180 staff, our Qld office is the largest in Australia and is based at corporate offices in Brisbane’s CBD.

 

ABOUT THE ROLE

We are looking for a Client Services Officer to join our Superannuation processing team. This role will provide administrative support to our Business Services teams across our practice for all things Self-Managed Super Fund related. You will work closely with the Superannuation Co-Ordinator and the Superannuation Business Development Unit to ensure the seamless management of the administrative duties involved in processing SMSF’s.   

 

Duties and Responsibilities:

  • Set up and maintain BGL360 software
  • Set up and maintain clients’ data feeds into the software
  • Process Improvement projects to implement best practices in SMSF compliance services
  • Real-time data monitoring of SMSF transactions in BGL360 and managing alerts to assist Business Services teams
  • Assist with the management of reporting requirements for all SMSF’s (eg pensions, contributions and TBAR)
  • Assist with the preparation of relevant documentation to meet reporting requirements
  • Manage the lodgment process for all SMSF’s
  • Assist with the collation of information to be used to provide financial advice on superannuation
  • Assist with the preparation and implementation of advice documents (if required)
  • Liaison with auditors as required

 

ABOUT YOU

We envisage that our successful candidate will have 2+ years’ experience in a professional office environment and will demonstrate:

  • Extensive, proven administration experience within an accounting and/or financial planning firm
  • Proficient in the use of BGL360
  • Ability to prioritise and manage time effectively
  • Positive, ‘can do’ attitude
  • High level of attention to detail

 

BENEFITS

Bentleys offers a genuinely supportive and positive team culture, the opportunity for growth through training and career advancement, and competitive salary packages. Our colleagues are committed, professional and client-focused and enjoy a positive work-life balance. In addition, you can expect:

  • Direct access to senior staff and Directors
  • Professional Training and Development
  • Corporate volunteering opportunities; and
  • 3 days of bonus leave.


APPLY


To apply please write us a letter introducing yourself and outlining your interest in the role and submit this together with your resume through the 'Apply Now' function.

 

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