Client Onboarding & Administration Specialist

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

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.