Overview: We are seeking a highly organised and detail-oriented Finance Admin Assistant to support our SMSF (Self-Managed Super Fund) loan processing workflow. This role is vital in ensuring smooth communication, document handling, and accurate data entry throughout the loan and property purchase process for SMSF clients. You’ll work closely with our SMSF Manager, Customer Service Manager, and liaise with clients and external stakeholders such as solicitors and valuation partners. Compensation: 2000 AUD/month (paid bimonthly) Schedule: Monday-Friday Brisbane Time (40hrs/week) Location: Remote Key Responsibilities: Workflow & File Management Receive and process “Please Assess” requests from the SMSF Manager Maintain and update the SMSF Workflow Spreadsheet accurately Save and file all client and contract documents in OneDrive Colour-code workflow statuses for clarity and tracking Ensure all fields are updated as each task is completed Contract of Sale Processing Save and log new Contracts of Sale from solicitors Start a new client entry in the SMSF Workflow Spreadsheet Initiate valuation orders following the correct internal process Track and enter Valex Reference Numbers and valuation statuses Client Document Management Prepare and customise the “Request for Documentation for Bank Application” email Verify and collect required documentation such as: Client details form Driver’s license Employment verification 3 months bank statements Australia Post or IDYou identity verification Track all client communication and submissions in the Workflow Spreadsheet SMSF & Bare Trust Documentation Ensure signed deeds are on file Liaise with financial planners or clients to request missing documentation Log received deeds in the tracking spreadsheet Bank Application Preparation Assist in preparing and completing bank applications (La Trobe process) Fill in income, super, and loan details as provided Update application progress in the Workflow Spreadsheet Generate supporting documents: SMSF Acknowledgment Letter Broker Declaration Checklist Create a complete PDF package for Docusign Digital Signing Process Upload and send La Trobe application documents via Docusign Track documents return status and client approval Save signed documents to OneDrive Finalise and send application to La Trobe once signed General Coordination Communicate with SMSF Manager to request serviceability calculators Prepare and draft email submissions to La Trobe Ensure all actions are recorded and monitored in the spreadsheet Follow up with clients, external partners, and internal stakeholders as needed Qualifications : Experience in finance admin, preferably within mortgage broking or SMSF Strong attention to detail and organisational skills Proficient with Microsoft Excel, OneDrive, and email communication Ability to follow detailed procedures and adapt to workflow changes Excellent written and verbal communication Preferred: Familiarity with La Trobe applications and Docusign Ability to work independently and manage multiple tasks The candidate must be proficient in the following tools: MyCRM, Monday, Microsoft Suite, DocuSign
