# SMSF Operations Coordinator

> Virtual Staff 365 · Philippines (Remote) · Full-time · Posted 2026-07-17

**Salary:** unknown currency 60,000–80,000

**Workplace:** remote

## Description

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
-   Annual leave
-   13th-month pay
-   With Government Mandated Benefits

## Apply

[Apply at Virtual Staff 365](https://apply.workable.com/virtual-staff-365/j/660EAD2F0D/apply)

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