Business Advisory Administrator

Kaizen Recruitment; Melbourne; On-site; AUD 60,000 - 80,000; Full time

Job summary

Kaizen Recruitment is assisting a growing financial advisory firm in Melbourne to hire an experienced Business Advisory Administrator. The role focuses on client administration, compliance, and workflow support within a professional services environment.

You will coordinate regulatory requirements, prepare engagement documentation, and maintain accurate client records while working alongside advisers. A proactive, detail-oriented approach and experience with practice administration are essential.

Qualifications

• Experience in practice administration within a public practice or professional services environment.
• Exposure to ASIC-related administration and compliance.
• Knowledge of SMSF administration processes.

Responsibilities

• Coordinate and manage client compliance and regulatory requirements.
• Prepare and submit documentation to relevant regulatory and government bodies.
• Liaise with clients regarding outstanding information and administrative matters.
• Maintain accurate client records and practice management databases.
• Assist with company registrations, corporate maintenance and annual compliance obligations.
• Prepare engagement documentation and client correspondence.
• Coordinate workflow between advisers and support teams to ensure deadlines are achieved.
• Prepare client packs, invoices and supporting documentation.
• Maintain organised and compliant electronic document management systems.

Skills

Organisational skills

Stakeholder management

Multitasking

Attention to detail

Tools

Xero Practice Manager

NowInfinity

Job description

Our client is a growing, integrated financial advice firm with modern offices in a prime inner-suburban Melbourne location.

Due to continued business growth and an increasing client base, they are seeking an experienced Business Advisory Administrator to join their team.

This is an excellent opportunity to join an organisation that invests heavily in its people and systems, while offering structured training and development programs, clear career progression pathways, and an inclusive, supportive culture.

Working alongside experienced advisers and professionals, you will play a key role in ensuring the smooth operation of the firm's business advisory function.

The Opportunity

This position is ideal for an experienced practice administrator who enjoys taking ownership of processes, maintaining exceptional attention to detail, and being a trusted support partner to advisers and clients.

You will be responsible for coordinating a broad range of client administration, compliance and workflow activities, helping ensure engagements are delivered efficiently and regulatory obligations are met.

Key Responsibilities

• Coordinate and manage client compliance and regulatory requirements.
• Prepare and submit documentation to relevant regulatory and government bodies.
• Liaise with clients regarding outstanding information and administrative matters.
• Maintain accurate client records and practice management databases.
• Assist with company registrations, corporate maintenance and annual compliance obligations.
• Prepare engagement documentation and client correspondence.
• Coordinate workflow between advisers and support teams to ensure deadlines are achieved.
• Prepare client packs, invoices and supporting documentation.
• Maintain organised and compliant electronic document management systems.

About You

• Previous experience of practice administration within a public practice, business advisory or professional services environment
• Exposure to ASIC-related administration and compliance
• Knowledge of SMSF administration processes
• Excellent organisational skills and attention to detail
• Strong communication and stakeholder management skills
• The ability to manage multiple priorities and deadlines simultaneously
• A proactive, accountable and solutions-focused approach
• Experience using Xero Practice Manager, NowInfinity or similar systems