Client Onboarding & Administration Specialist

RSM; Ballarat; On-site; AUD 55,000 - 65,000; Full time

Job summary

RSM Australia is seeking a highly organised Client Onboarding & Administration Assistant in Ballarat. You will join a collaborative team, handling onboarding through offboarding while maintaining accurate client records and supporting documentation workflows.

The role requires strong data entry, attention to detail, and proficiency in MS Office. You will liaise with clients and internal stakeholders to ensure smooth, compliant processes in a fast-paced professional services environment.

Qualifications

• Completion of Year 12 or equivalent.
• Certificate II or III in Business Administration or related discipline.
• Previous administrative experience in a professional/services environment.
• Strong data entry and record management with high accuracy.
• Proficient in Microsoft Office applications (Outlook, Word, Excel).

Responsibilities

• Provide administrative support for client onboarding and offboarding activities.
• Assist with preparation, processing and distribution of onboarding/offboarding documentation.
• Liaise with clients and internal stakeholders for required information.
• Complete compliance tasks including client acceptance, AML/CTF checks and identity verification.
• Maintain accurate client records within practice and document management systems.
• Set up, update, transfer and archive client files per firm procedures.
• Monitor shared inboxes and respond to routine enquiries.
• Track onboarding/offboarding activities to ensure documentation is complete.

Skills

Data entry

Record management

Organisational skills

Attention to detail

Communication skills

Education

Year 12

Certificate II/III in Business Administration

Tools

Outlook

Word

Excel

Xero

MYOB

CAS360

Job description

RSM Australia is seeking a highly organised Client Onboarding & Administration Assistant in Ballarat. You will join a collaborative team, handling onboarding through offboarding while maintaining accurate client records and supporting documentation workflows.

The role requires strong data entry, attention to detail, and proficiency in MS Office. You will liaise with clients and internal stakeholders to ensure smooth, compliant processes in a fast-paced professional services environment.