About the Role
We’re looking for a detail-driven Administration Officer to join Heffron’s Data Processing team. This is a great opportunity to build a career in financial services while learning hands-on SMSF administration and processing. In this role, you’ll provide accurate and timely data entry and
administrative support, process SMSF transactions in Class, and help keep our records and data feeds clean, current and reliable.
You’ll receive full training across a variety of processes and systems, with ongoing development opportunities and generous education support. You’ll also be part of a flexible, collaborative and supportive working environment where accuracy, continuous improvement and teamwork are
valued.
This is a full-time position based in Maitland. Limited work-from-home options may be available after six months of employment.
What you’ll be doing
- Enter and process bank and cash transactions accurately
- Classify transactions in line with reporting requirements
- Monitor data feeds and resolve or escalate exceptions
- Review and maintain asset holdings
- Complete data checks to support accuracy and compliance
- Maintain records, files and system data
- Provide administrative support to internal teams
What you’ll bring
- High attention to detail and accuracy
- Comfortable working with numbers and financial data
- Strong organisation and time management skills
- Good communication and team collaboration
- Bookkeeping, accounts or admin experience (preferred, not essential)
- The ability to learn quickly and confidently use complex IT systems
- Willingness to learn and follow structured processes
No prior experience in self-managed super funds (SMSFs) is required—full training will be provided.
What we offer
- Additional leave benefits
- Supportive team culture with a rewards and recognition program
- Health and wellbeing services
- Flexible work arrangements
- Structured on-the-job training with clear pathways for progression
- Access to self-directed learning via our learning management system
About us
We’ve been providing SMSF services and products for advisers, accountants and trustees for over 25 years. With deep technical know-how, we leverage our expertise through our people, processes and platforms. We administer SMSFs, provide documents and actuarial certificates, and use our unique place in the market to educate our partners and clients so they can make better decisions about their financial future.
Our values are Courage, Accountability, Trust, Authenticity, Respect and Excellence. We live them and recognise when they are role modelled by others.
How to apply
Apply via SEEK and include your CV and a short cover letter outlining why you’re a great fit.
Questions? Call 1300 172 247 for a confidential discussion.
Candidates must reside in Australia and have permanent work rights.
Privacy statement: By applying for this role, you consent to Heffron collecting, using and storing your personal information for the purpose of assessing your application and managing the recruitment process. Your information will be handled in accordance with our privacy policy.
