Client Onboarding & Compliance Coordinator

RSM Australia; City of Melbourne; Hybrid; AUD 85,000 - 115,000; Full time

Benefits offered by this job

Flexible hybrid working

Paid parental leave

EAP (Employee Assistance)

Novated leasing

Health insurance discounts

Career development programs

Job summary

RSM Australia in Melbourne is seeking a proactive Practice Coordinator to own onboarding, offboarding and compliance administration for our Business Advisory team.

You will ensure accurate records, AML/CTF and ASIC duties are performed, while delivering a seamless client experience and supporting day-to-day operations in a fast-paced professional services environment.

The role emphasizes detail, organisation and client service, with hybrid work and clear career progression offered.

Qualifications

• Minimum 3 years' experience within a public practice accounting or business advisory firm.
• Experience in client onboarding, administration, and workflow coordination is essential.
• Solid ASIC compliance and corporate secretarial experience is required.

Responsibilities

• Manage client onboarding and offboarding from start to finish.
• Coordinate engagement documentation and AML/CTF requirements.
• Maintain accurate client records and documentation; liaise with clients and teams.
• Process ASIC annual reviews, company changes, registrations, and lodgements.
• Support ATO administration and routine correspondence.
• Oversee electronic filing, document management, and workflow reporting.
• Assist process-improvement initiatives and provide client-facing support.

Skills

Client onboarding

Workflow coordination

ASIC compliance

Attention to detail

Communication skills

Tools

CAS 360

Job description

RSM Australia in Melbourne is seeking a proactive Practice Coordinator to own onboarding, offboarding and compliance administration for our Business Advisory team.

You will ensure accurate records, AML/CTF and ASIC duties are performed, while delivering a seamless client experience and supporting day-to-day operations in a fast-paced professional services environment.

The role emphasizes detail, organisation and client service, with hybrid work and clear career progression offered.