Overview
SMSF Administration Assistant Jobs in Bangalore, Karnataka, India at Prime Financial Group
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!
Title: SMSF Administration Assistant
Company: Prime Financial Group
Location: Bangalore, Karnataka, India
Category: Finance & Banking (Office Administrator/ Coordinator, Business Administration), Administrative/Clerical (Office Administrator/ Coordinator, Business Administration)
