Client Onboarding & Compliance Specialist

RSM; Ballarat; On-site; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Wellness programs

Lifestyle benefits

Job summary

RSM Australia is seeking an onboarding and offboarding coordinator to streamline client lifecycle processes and ensure a seamless, professional experience for clients and internal stakeholders while upholding governance and compliance standards.

You will own end-to-end processes, manage documentation, AML/CTF and identity verifications, coordinate communications across teams, and ensure accurate client records and billing reconciliations to support our trusted advisor culture.

Qualifications

• Significant experience in a corporate secretarial, governance or compliance role.
• Understanding of the Corporations Act, ASIC and Trust requirements.
• AML/CTF compliance knowledge.
• Highly organised with ability to prioritise in a fast-paced environment.

Responsibilities

• Coordinate end-to-end client onboarding and offboarding.
• Prepare engagement and disengagement documentation.
• Complete client acceptance, AML/CTF, identity verification and other compliance checks.
• Identify onboarding/offboarding risks and escalate where required.
• Manage client records in practice/document management systems.
• Coordinate billing information and liaison with finance for reconciliations.
• Provide status updates and reporting to stakeholders.

Skills

Corporate secretarial

Corporate governance

Compliance

Stakeholder management

Xero/MYOB/CAS360

Education

Year 12 completed

Certificate in Business Admin

Tools

Xero

MYOB

APS

XPM

CAS360

Job description

RSM Australia is seeking an onboarding and offboarding coordinator to streamline client lifecycle processes and ensure a seamless, professional experience for clients and internal stakeholders while upholding governance and compliance standards.

You will own end-to-end processes, manage documentation, AML/CTF and identity verifications, coordinate communications across teams, and ensure accurate client records and billing reconciliations to support our trusted advisor culture.