Administration Assistant

BPT The Birdanco Practice Trust; Shire Of Katanning; On-site; AUD 60,000 - 90,000; Full time

Job summary

RSM Australia is seeking a Client Services Administrator for a 12‑month full‑time fixed‑term contract within the Business Advisory division. You will act as the central contact for clients, coordinating communications, onboarding, documentation, and service delivery to ensure timely, accurate support to advisors and clients.

The role requires excellent communication, organisational skills, and a proactive, client‑focused approach to building strong professional relationships.

Qualifications

• Experience in administration, client service, customer service or professional services environment.
• Excellent verbal and written communication skills.
• Strong client relationship and stakeholder management skills.
• Excellent organisational and time management abilities.
• High attention to detail and accuracy.

Responsibilities

• Provide reception and office support; manage client enquiries via phone, email, and in person.
• Maintain accurate client records across firm systems and prepare client deliverables.
• Coordinate document execution, onboarding/offboarding, and compliance administration.

Skills

Client communication

Relationship management

Organization

Time management

Attention to detail

MS Office

Education

Year 12

Certificate IV in Business Administration

Tools

CRM systems

Practice management

Job description

Our Value Proposition

At RSM, our purpose is to instill confidence in a world of change for both our clients and our people. RSM Australia supports a people‑centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change. Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values– integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone. Who we are: RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award‑winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.

Abouttherole

This 12‑month full‑time fixed‑term contract offers an exciting opportunity to join our Business Advisory division as a Client Services Administrator, playing a critical role in delivering an exceptional client experience within the Business Advisory division. Acting as a key point of contact for clients, this role is responsible for managing client communications, coordinating administrative processes, maintaining accurate client records, and supporting the efficient delivery of accounting and advisory services. The successful candidate will be highly organised, proactive, and client‑focused, with excellent communication skills and a genuine passion for building strong professional relationships. This role is ideal for someone who enjoys being the central connection between clients and advisors while ensuring all client interactions are handled professionally, accurately, and promptly.

Key Responsibilities

• Client Communication & Relationship Management Provide reception and office support when required. Manage incoming client enquiries via phone, email, and in person, ensuring timely responses and escalation where required. Prepare client correspondence, engagement documentation, proposals, and service agreements. Coordinate client communications regarding document requests, signatures, lodgements, invoices, deadlines, and compliance requirements. Assist with onboarding new clients and offboarding departing clients, ensuring a seamless experience.
• Client Administration Maintain accurate client records across all firm systems. Ensure client information, contact details, and compliance documentation remain current and complete. Manage electronic and physical client files in accordance with firm policies. Prepare and collate client deliverables including financial statements, tax returns, advisory reports, and supporting documentation. Coordinate document execution processes including electronic signatures and client approvals. Assist with ASIC and company secretarial administration activities. Support archiving and records management processes.
• Team & Operational Support Provide administrative support to Partners, Directors, Managers, and Business Advisory teams. Support marketing initiatives, client events, and networking activities.

About you

• Experience & Attributes Essential Previous experience in an administration, client service, customer service, or professional services environment. Exceptional verbal and written communication skills. Strong client relationship and stakeholder management skills. Excellent organisational and time management abilities. High attention to detail and accuracy. Ability to manage competing priorities and deadlines. Strong Microsoft Office skills, particularly Outlook, Word, Excel, and Teams. Ability to work independently and collaboratively within a team environment.
• Desirable Experience Desirable Experience within accounting, professional services, legal, or financial services. Experience with client onboarding and compliance processes. Familiarity with ASIC administration and company secretarial requirements. Experience with practice management and CRM systems.
• Education Requirements Essential Completion of Year 12. Desirable Certificate IV in Business Administration, Business Services, or a related discipline. Further studies in administration, customer service, accounting, or business.

Life at RSM

RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are! Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.

At RSM, we believe that a little understanding goes a long way in building a fulfilling career. We are dedicated to creating an environment where you are valued for your expertise, but also for who you are as an individual. We believe that success stems from a collective effort, and we foster a collaborative atmosphere where your voice is heard, your ideas are valued and your contributions are recognised. When you choose RSM, you're selecting more than just a job. You're becoming part of an esteemed accounting firm that has consistently been recognized for its excellence. Our unwavering commitment to client satisfaction has earned us the prestigious title of Best Accounting and Consulting Firm for five consecutive years. Be part of a team that continues to set the standard for excellence and connect you to an extensive network of national and global resources.