Customer Services Administrator (casual)

Maitland, NSW, 2320

Heffron won the SMSF administrator award in 2019, 2020 and 2021 but that hasn't stopped us from reaching for new heights. We are growing, maturing and building teams to provide the very best customer experience in industry. This is an exciting opportunity for someone looking to build a career within financial services, or more broadly professional services, and offers invaluable experience relevant for career development across a variety of business areas. We are looking for an enthusiastic, proactive team player with great attention to detail.

This position offers full training and steady work (2-3 days equivalent, with potential for more for a capable individual), with the prospect to move to a part time contract depending on ongoing business needs and your performance. The skill set you will acquire with us will be of value to you throughout your career and is geared towards providing a strong suite of customer, technical, business, people and digital skills. 

For more information about what it's like to work at Heffron please visit our careers page https://www.heffron.com.au/about-us/careers

"With a focus on providing an excellent customer experience and reliable support to the rest of the operations team, the client service team is all about expert delivery, personal growth and passion for what we do" 

About us 

Established 22 years ago, Heffron is Australia's leading independent SMSF Administrator.

We provide SMSF solutions to over 3,500 funds, 7,000 members and 1,000 advisors/accountants, financial planners and other professionals. We are inherently passionate about providing exceptional client service and raising standards in our industry.

We have designed and implemented industry leading, scalable technology that enables us to provide first class services to our growing client base

...Basically, we are thinking about the future and we are going places!

Our Business

Heffron’s core service proposition centres on providing compliance, taxation, accounting and transactional administration to clients as they manage their retirement nest egg via an SMSF. Managing and nurturing the relationship between Heffron and it’s clients by understanding our existing client base and employing technical knowledge to provide solutions with exceptional service. Success will be achieved through effective ‘customer first’ outcomes and a commercial mindset, cross-functional teams and supporting the development of products and service that really hit the mark. 

About You

Working closely with other Administrative, SMSF Accounting and Client Relationship professionals, this role requires:

• A positive, 'can do' attitude towards consistent workloads across a variety of tasks
• Ability to balance priorities and adapt to change 
• High attention to detail
• The aptitude to embrace and utilize new technologies
• The urgency to work to targets and deadlines
• The motivation to succeed and grow
• A team mentality 

This position is available on a casual basis. Remuneration is flexible based on skills and experience.

Don't miss out, apply at your earliest opportunity via the link below or contact us on

1300 172 247 for a confidential discussion. 

Apply today!

candidates through recruitment agencies will not be considered.