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Administrator (SMSF)

Date:  19-Nov-2021

Melbourne, VIC, AU, 3000

Employment Type:  Permanent Full Time

Are you a star administrator with experience in SMSF or accounting? Join our SMSF Administration Team at IOOF where people matter.


  • A leading Wealth Management, advice-led organization
  • Be part of a team and culture that values people
  • Permanent Full-time Melbourne based opportunity


IOOF is one of Australia’s leading Wealth Management organisations, undertaking a rapid and exciting transformation. We are a strong and resilient business and despite the current climate, are investing in supporting our people to onboard and connect them remotely.


The Role

We are looking for an Administrator to join the SMSF Administration Team in providing accounting and administration services to financial advisers and clients.


Key Responsibilities:

  • Ongoing processing and administration of SMSFs to help the SMSF Administration Team deliver timely information and reports to financial advisers and clients.
  • Ongoing processing of bank transactions in BGL Simple Fund 360 or Class Super
  • Regular reconciliation for investment holdings and bank account balances
  • Liaise with financial advisers and clients to prepare or obtain appropriate supporting documents
  • Monitor and manage data feeds into BGL Simple Fund 360
  • Maintenance of client data to ensure they are up-to-date
  • Assist with preparation of activity statements, PAYG payment summaries and transfer balance account reporting
  • Assist with preparation of SMSF financial statements and annual returns as required
  • Attend to queries from financial advisers, clients and other stakeholders


To Be Successful in This Role You Will Possess:

  • Accounting or business-related tertiary qualification
  • 1+ year administration experience in SMSF or accounting preferred
  • Proficiency in BGL Simple Fund 360 and MS Office
  • Excellent attention to details and accuracy
  • Strong interpersonal and communication skills
  • Demonstrated problem solving/analytical ability
  • Ability to work under pressure and meet deadlines
  • Positive & flexible attitude and willingness to learn



  • In return, we offer development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate and lifestyle benefits


The Business

IOOF is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The IOOF group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:IFL).


To Apply

Please submit your resume with a covering letter by clicking on "Apply Now".


Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.


Please note that applications from agencies will not be considered at this time.


IOOF is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.


Given IOOF is currently undergoing an Organisational Design process, please be aware that it is anticipated that organisational change will occur.

Apply now »