Smsf Trainee | Wfh - Day Shift

SMSF Trainee | WFH - Day shift Admin / Secretarial / Office Support Other Libis, Quezon City Permanent / Full Time 7/3/2023 Working Conditions Work arrangement: Work-from-home Shift schedule: Day shift - 6:00 AM to 3:00 PM PHT Site location: 1880, Eastwood, Libis, QC, Philippines Qualifications At least 2 years of working experience in the BPO industry particularly providing back-office support Experience with Microsoft Office and PDF creation Experience with BGL 360, cloud filing, and gathering dividend documents from the various share registries are nice to have Job Description Assistant to SMSF Partner Coding SMSF transaction automatically feed to BGL Software. Attaching source documents to transactions Filing additional copies of documents to SMSF online filing system Preparing lists of source documents not available Preparation of standard SMSF Engagement letters Preparation of standard SMSF Trustee Representation letters Downloading Macquarie SMSF statements Download share and dividend information from online share registries Analyse investment end of year reports in Excel Weekly catchup meeting via Teams to plan upcoming tasks.