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Maitland, NSW, 2320

Heffron won the SMSF administrator award in 2019 and 2020 but that hasn't stopped us from reaching for new heights. This is an exciting and rare opportunity for someone looking to kick-start a career within financial services, or more broadly professional services, and has great potential for career development into a variety of business areas.


Officially the 'Client Relations and Document Support Coordinator' (CRS Coordinator for short), this position offers great diversity, fantastic exposure to our senior team members and ongoing training. The skill set you will acquire in the CRS team will be of value to you throughout your career and is geared towards providing a strong foundation of customer, technical, business, people and digital skills. Should you come to us with some of these skills already, fantastic, we will work out an individualised onboarding and development plan that builds on your strengths and that allows you to utilise them effectively.


For more information about what it's like to work at Heffron please visit our careers page


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


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 
  • Customer focus, empathy and emotional intelligence
  • Experience providing exceptional service to clients, or the willingness and ability to do so
  • 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 
  • Tertiary education highly regarded but not essential

This position is available on a full-time basis and 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.

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