Client Onboarding & Compliance Coordinator

BPT The Birdanco Practice Trust; City of Melbourne; On-site; AUD 85,000 - 110,000; Full time

Benefits offered by this job

Health & wellness benefits

Professional development

Global network access

Job summary

RSM Australia in Melbourne is seeking a highly organized Practice Coordinator for the Business Advisory team. You will own onboarding to offboarding processes, ensuring a smooth client journey while supporting ASIC compliance and ATO administration.

The role focuses on client onboarding, documentation, and efficient office operations within a busy public practice environment. Join a leading professional services firm with strong growth and resources.

Qualifications

• Public practice accounting experience required.
• Strong onboarding and administration experience.
• ASIC compliance and corporate secretarial exposure.
• Experience with ASIC annual reviews and lodgements.
• Familiarity with ATO Online Services.

Responsibilities

• Manage client onboarding and offboarding end-to-end.
• Coordinate engagement documentation and AML/CTF requirements.
• Maintain client records and liaise with engagement teams.
• Support ASIC compliance, annual reviews, and statutory lodgements.
• Provide practical practice support and document management.

Skills

Client onboarding

Client administration

Workflow coordination

ASIC compliance

Corporate secretarial experience

Attention to detail

Communication skills

Tools

CAS 360

Job description

RSM Australia in Melbourne is seeking a highly organized Practice Coordinator for the Business Advisory team. You will own onboarding to offboarding processes, ensuring a smooth client journey while supporting ASIC compliance and ATO administration.

The role focuses on client onboarding, documentation, and efficient office operations within a busy public practice environment. Join a leading professional services firm with strong growth and resources.