About the Role
We’re looking for a detail-driven Administration & Data Officer to join Heffron’s Data Processing team. In this role, you’ll provide accurate, timely data entry and administrative support, process SMSF
transactions in Class, and help keep our records and data feeds clean, current and reliable. You will be trained across a variety of processes and systems to support the output of our Data Processing team. We offer a flexible, collaborative and supportive working environment with full training provided
plus, ongoing development opportunities and generous education support to help you build a successful career in financial services.
The Opportunity
- Join a high-performing Operations function where data integrity and service quality matter.
- Build hands-on expertise in SMSF administration and processing using Class software.
- Play a key role in keeping critical records accurate, complete and easy to find.
- Support process improvements that reduce errors, cycle time and manual handling.
What you’ll be doing
- Enter and process daily transactions and updates in line with procedures.
- Process SMSF fund data and transactions in Class software
- Maintain and update repositories (filing, version control and record updates).
- Respond to enquiries and provide administrative support to internal stakeholders, raising queries when clarification is required.
- Complete administrative checks and quality controls to support service, compliance and data integrity requirements.
- Monitor data feeds, reconcile exceptions and escalate issues with clear detail for timely resolution.
- Identify, document and escalate system or process issues and assist with continuous improvement initiatives.
What you’ll bring
- Strong attention to detail and the ability to manage competing priorities and deadlines.
- Confidence learning and using new systems and technology
- Ability to verify information for accuracy and relevance, and to follow procedures consistently.
- Clear, professional communication skills and a collaborative, team-first approach.
- Sound problem-solving skills and the initiative to identify and suggest better ways of working.
No prior experience in self-managed super funds (SMSFs) is required—full training will be provided.
What we offer
- 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.
