Client Onboarding & Administration Assistant

RSM Australia; Ballarat; On-site; AUD 45,000 - 65,000; Full time

Benefits offered by this job

Health and lifestyle benefits

Job summary

RSM Australia is seeking a Client Onboarding & Administration Assistant to support onboarding and offboarding, manage documentation, and maintain client records. This role emphasizes accuracy, confidentiality, and collaboration within a professional services environment.

The successful candidate will have strong data entry skills, proficiency in MS Office, and experience with client administration processes.

Qualifications

• Experience in administrative, client service or customer support roles.
• Strong data entry and record management with high accuracy.
• Ability to manage routine tasks and competing deadlines.
• Excellent written and verbal communication skills.
• Familiarity with practice management or document management systems.

Responsibilities

• Provide administrative support for client onboarding and offboarding.
• Assist with preparation, processing and distribution of onboarding/offboarding documents.
• Liaise with clients and internal stakeholders to collect necessary information.
• Complete compliance tasks including client ID verification and AML/CTF checks.
• Maintain accurate client records in management systems.
• Set up, update, transfer and archive client files.
• Monitor shared inboxes and respond to routine enquiries.
• Support data entry, reporting and general administration.

Skills

Data entry

Organisational skills

Attention to detail

Written and verbal communication

Procedural compliance

Discretion with confidential info

Team player

Education

Year 12 or equivalent

Certificate II in Business Administration

Certificate III in Business Administration

Tools

Microsoft Office

Xero

APS

XPM

MYOB

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:

Be the driving force behind a seamless client experience.

At RSM, our people are at the heart of everything we do. We're looking for a highly organised and detail-oriented Client Onboarding & Administration Assistant to join our team and play a key role in supporting the client lifecycle from onboarding through to offboarding.

If you enjoy working in a fast-paced professional environment, have a passion for administration, and take pride in delivering exceptional service, we'd love to hear from you.

KEY RESPONSIBILITIES:

Provide administrative support for client onboarding and offboarding activities, following established policies, procedures and checklists.

Assist with the preparation, processing and distribution of client onboarding and offboarding documentation.

Liaise with clients and internal stakeholders to collect information and documentation required for onboarding and offboarding processes.

Complete administrative compliance tasks, including client acceptance forms, AML/CTF checks, identity verification, conflict checks, ASIC searches and other required documentation.

Maintain accurate client records within practice management and document management systems.

Set up, update, transfer and archive client files and records in accordance with firm procedures.

Monitor shared inboxes and respond to routine enquiries or escalate matters where required.

Track onboarding and offboarding activities to ensure documentation is completed and stored appropriately.

Assist with data entry, reporting and record-keeping activities related to client administration processes.

Support the wider team with general administrative duties as required.

About you:

EDUCATION REQUIREMENTS

Completion of Year 12 or equivalent.

Certificate II or III in Business Administration or a related discipline.

DEMONSTRATED EXPERIENCE & ATTRUTES

Previous experience in an administrative, client service or customer support role, in a professional services, accounting or corporate office environment.

Strong data entry and record management skills with a high level of accuracy.

Well-developed organisational skills and the ability to manage routine tasks and competing deadlines.

High attention to detail and commitment to maintaining accurate records.

Strong written and verbal communication skills.

Ability to follow established procedures, policies and checklists.

Proficient in Microsoft Office applications, including Outlook, Word and Excel.

Ability to handle confidential information with discretion and professionalism.

Positive, team-oriented approach with a willingness to assist others.

Exposure to client onboarding, customer administration or document management processes.

Familiarity with practice management or document management systems.

Basic understanding of compliance requirements such as client identification and verification processes.

Experience using Xero, APS, XPM, MYOB, CAS360 or similar business systems.

At RSM, you'll be part of a collaborative and supportive team where your contribution is valued. You'll have the opportunity to develop your skills, build meaningful relationships and make a genuine impact on the client experience.

If you're looking for an opportunity to grow your administrative career within a professional and people-focused organisation, we'd love to hear from you.

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.