Client Administrator Coordinator

RSM; Ballarat; On-site; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Wellness programs

Lifestyle benefits

Job summary

RSM Australia is seeking an onboarding and offboarding coordinator to streamline client lifecycle processes and ensure a seamless, professional experience for clients and internal stakeholders while upholding governance and compliance standards.

You will own end-to-end processes, manage documentation, AML/CTF and identity verifications, coordinate communications across teams, and ensure accurate client records and billing reconciliations to support our trusted advisor culture.

Qualifications

• Significant experience in a corporate secretarial, governance or compliance role.
• Understanding of the Corporations Act, ASIC and Trust requirements.
• AML/CTF compliance knowledge.
• Highly organised with ability to prioritise in a fast-paced environment.

Responsibilities

• Coordinate end-to-end client onboarding and offboarding.
• Prepare engagement and disengagement documentation.
• Complete client acceptance, AML/CTF, identity verification and other compliance checks.
• Identify onboarding/offboarding risks and escalate where required.
• Manage client records in practice/document management systems.
• Coordinate billing information and liaison with finance for reconciliations.
• Provide status updates and reporting to stakeholders.

Skills

Corporate secretarial

Corporate governance

Compliance

Stakeholder management

Xero/MYOB/CAS360

Education

Year 12 completed

Certificate in Business Admin

Tools

Xero

MYOB

APS

XPM

CAS360

Job description

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.

About the role:

This position is responsible for coordinating the end-to-end client onboarding and client offboarding process to ensure a seamless, professional and compliant procedure.

KEY RESPONSIBILITIES:

• Manage the end-to-end client onboarding and offboarding process, ensuring a seamless experience for clients and internal stakeholders.
• Coordinate communications between clients, partners, managers, internal teams, and external advisors.
• Prepare and issue engagement and disengagement documentation in line with firm policies and procedures.
• Complete client acceptance, AML/CTF, identity verification, conflict checks, ASIC checks, and other compliance requirements.
• Identify, document, and escalte onboarding or offboarding risks where required.
• Set up, maintain, transfer, and archive client records within practice management and document management systems.
• Ensure client, billing, entity, compliance, and ASIC information is accurate and up to date.
• Monitor outstanding documentation and follow up with clients to support timely completion of onboarding and offboarding activities.
• Coordinate file transfers, record retention, privacy, and confidentiality requirements.
• Liaise with finance teams regarding billing, outstanding invoices, and final account reconciliation.
• Provide regular status updates and reporting to stakeholders and management.
• Support the wider team with general administrative duties, including document management, database maintenance, and ad hoc Professional Support Group activities.

About you:

EDUCATION REQUIREMENTS:

• Completion of Year 12
• Certificate in Business Administration

DEMONSTRATED EXPERIENCE & ATTRIBUTES:

• Significant experience in a corporate secretarial, corporate governance or compliance role (professional services experience highly regarded)
• Administrative or client service experience (public accounting/professional services preferred)
• Understanding of the Corporations Act, ASIC and Trust requirements
• Understanding of AML/CTF compliance and legislation
• Highly organised and collaborative, with the ability to manage competing priorities and work autonomously in a fast-paced environment
• Excellent communication and stakeholder management skills
• High attention to detail, accuracy, and confidentiality
• Excellent organisational skills with a high level of ownership and accountability
• Confident written and verbal communicator
• Experience with Xero, MYOB, APS or XPM and CAS360
• Understanding of ATO online services and public practice workflows

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.