Client Onboarding & Compliance Coordinator

RSM Australia; Ballarat; On-site; AUD 65,000 - 95,000; Full time

Job summary

RSM Australia is seeking a detail‑oriented coordinator to manage end-to-end client onboarding and offboarding, ensuring a seamless, compliant process. You will liaise with clients, partners, managers and external advisors while maintaining accurate records.

Ideal candidates have corporate secretarial or compliance experience, strong organisational skills and proficiency with Xero, MYOB, XPM or CAS360. This role supports finance and broader team activities in a professional services environment.

Qualifications

• Completion of Year 12 and a Certificate in Business Administration or equivalent
• Experience in corporate secretarial, governance or compliance roles is preferred
• Understanding of AML/CTF, ASIC, and trust requirements is desirable

Responsibilities

• Manage end-to-end client onboarding and offboarding processes.
• Coordinate communications between clients, partners, managers, internal teams and external advisors.
• Prepare and issue engagement and disengagement documentation per firm policies.
• Complete client acceptance, AML/CTF checks, identity verification, conflict checks, ASIC checks and other compliance requirements.
• Identify onboarding/offboarding risks and escalate when needed.
• Set up and maintain client records in practice and document management systems.
• Ensure client, billing, entity, compliance and ASIC information is up to date.
• Monitor documentation and follow up with clients for timely completion.
• Coordinate file transfers, retention, privacy and confidentiality requirements.
• Liaise with finance regarding billing, invoices and final accounts reconciliation.
• Provide regular status updates to stakeholders and management.
• Support the wider team with administrative duties and document management.

Skills

Onboarding

Compliance

Stakeholder management

AML/CTF

Documentation & recordkeeping

Education

Year 12

Certificate in Business Administration

Tools

Xero

MYOB

XPM

CAS360

Job description

RSM Australia is seeking a detail‑oriented coordinator to manage end-to-end client onboarding and offboarding, ensuring a seamless, compliant process. You will liaise with clients, partners, managers and external advisors while maintaining accurate records.

Ideal candidates have corporate secretarial or compliance experience, strong organisational skills and proficiency with Xero, MYOB, XPM or CAS360. This role supports finance and broader team activities in a professional services environment.