SMSF Administration Assistant

3 weeks ago


Bengaluru, Karnataka, India Prime Financial Group Full time

About the job

Are you detail-oriented, highly organized, and passionate about delivering exceptional client service? Join our team as an Administration Assistant and play a key role in managing and supporting Self-Managed Super Funds (SMSFs).

The Administration Assistant is responsible for managing the full client lifecycle, focusing on Self-Managed Super Fund (SMSF) establishment and support. Key duties include onboarding clients, coordinating SMSF setups, managing transitions, handling documentation and communication, maintaining records, conducting audits, processing invoices, and assisting with trust deed upgrades and financial statements. The role requires strong attention to detail, a proactive approach, and a commitment to excellent client service.

About us

Prime is a market-leading advice, capital and asset management group with 200+ team members around the globe. We are driven by innovation and an entrepreneurial spirit to deliver sustainable, long-term value to our clients, partners, employees, and the communities in which we operate.

The Role

As an SMSF Admin Assistant, you will collaborate closely with businesses providing expertise across several areas that may include, but are not limited to:

  • Oversee SMSF establishment, documentation, and transitions
  • Onboard clients onto software and systems
  • Manage invoices and financial statements
  • Handle Trust Deed upgrades and compliance
  • Support ad-hoc administrative tasks and special projects

Qualifications & experience

  • A Bachelor's degree in Accounting, Finance, Business Admin, Certification in SMSF admin/CPA,CA,CFA
  • Experienced in managing Self-Managed Super Fund (SMSF) processes from establishment to transition, including documentation preparation and client onboarding
  • Experience in preparing financial statements, including year-end reports, ensuring accuracy and compliance with regulatory standards
  • Strong attention to detail and organizational skills
  • Experience with Xero and document management systems (a plus)
  • A proactive, problem-solving mindset

Why join us?

At Prime Financial Group, we are leaders in connecting advice, capital, and investment. We are growing rapidly, both organically and via acquisitions, and are looking for people who want to be a part of building our business. Our team owns 45% of our company and we encourage an 'ownership' mentality combined with collaboration, enabling our teams to help co-create the firm of the future. We are team-focused, recognize our people as our most valuable asset, and are committed to creating a culture that prioritizes your well-being, growth, and success.

You'll be able to work across varied client groups and collaborate with other divisions, including Wealth, Capital, Asset Management, SMSF, and consulting. We offer an attractive salary package and the opportunity to work in an ASX-listed company.

Interested? Apply today or share this opportunity with your network



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