Senior SMSF Administrator

Senior SMSF Administrator

Location: Clark, Philippines

Work Arrangement: Hybrid, Full-time

Shift: Monday – Friday | 7:00 AM – 4:00 PM PHT

Salary Range: Php 52,000 – Php 59,000

Unlock Your Potential!

At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and the Philippines, supporting our global clients in the accounting industry.

As a Senior SMSF Administrator, you play a vital role in the efficient delivery of Self-Managed Super Fund (SMSF) services. This position is designed for a highly organized professional capable of coordinating complex documentation, managing critical client communications, and performing technical reviews of fund transactions. You will act as the engine of the SMSF workflow, ensuring every job is structured, compliant, and processed with absolute precision.

Your Impact

• Job Coordination & Query Management: Manage and respond to SMSF-related queries with clear, accurate, and timely communication. Monitor job progress, follow up on outstanding items, and escalate complex matters to management when necessary.

• Strategic Job Setup: Compile and review the essential documentation required to commence SMSF engagements. Prepare detailed checklists and proactively liaise with clients to secure all requirements before a job begins.

• Transaction Analysis & Support: Perform initial technical reviews of key SMSF transactions, including contributions, pension payments, lump sums, and rollovers. Identify inconsistent data and ensure completeness for the preparation process.

• Digital Workflow Mastery: Manage and update SMSF workflows using Monday.com for accurate job tracking. Access fund data through Class Super and utilize Nitro PDF for high-level document preparation and editing.

• Professional Client Liaison: Maintain professional email communication with clients to provide status updates and clarify information requirements, ensuring all interactions align with global service standards.

• Team Collaboration: Work closely with managers and team members to resolve workflow issues and ensure all jobs are completed within agreed timelines.

What You Bring

• The Experience: Proven experience in SMSF administration, accounting support, or a similar specialized role.

• Technical Familiarity: Proficiency in Microsoft Office (Excel, Outlook, Word) is required, while operational familiarity with SMSF platforms like Class Super is a distinct advantage.

• The Mindset: High level of attention to detail and a strong sense of accountability. You are an organized professional capable of managing multiple workflows in a structured manner.

• Communication Excellence: Clear and professional written and verbal English communication skills, essential for both client management and team collaboration.

• Problem-Solving Skills: The ability to work collaboratively, identify data inconsistencies, and escalate issues appropriately to ensure project momentum.

Why You’ll Love It Here

We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.

• Time for You: Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your “Me time.”

• Tenure Recognition Program: Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.

• Health & Security: Comprehensive HMO and Life Insurance coverage from day one.

• Day Shift Stability: A consistent 7:00 AM to 4:00 PM schedule that respects your work-life balance and eliminates night shifts.

• Hybrid Flexibility: Enjoy the best of both worlds with productive onsite days in Clark and the convenience of remote work.

• Wealth & Growth: Competitive salary with annual performance reviews, tenure recognition, and clear pathways toward SMSF Management or Technical Advisory roles.

• Elite SMSF Specialization: Build your expertise in the highly technical Australian Superannuation sector, working with industry-leading platforms and workflows.

• The Hub Experience: For your office days, work from our premium facility in Clark, featuring dedicated custom workstations, collaborative breakout zones, interactive game spaces, and an in-house cafe bar serving over 20 varieties of free premium drinks.