Client Services & Compliance Coordinator

PKF Australia Limited; City of Melbourne; On-site; AUD 55,000 - 75,000; Full time

Job summary

PKF Melbourne is seeking an organised administrator to support accounting and advisory services. Responsibilities include invoicing, AML/KYC checks, document control, corporate secretarial tasks, and liaising with clients and Partners.

The role also covers ATO lodgements and preparation of financial statements and tax returns, with emphasis on confidentiality and professionalism. The successful candidate will have experience in professional services, exposure to corporate secretarial functions,

Qualifications

• Experience in an accounting, legal, financial services, or professional services environment.
• Exposure to corporate secretarial functions and ASIC compliance requirements.
• Experience handling ATO correspondence and lodgement processes.
• Familiarity with AML/KYC obligations and client onboarding processes.

Responsibilities

• Preparing and processing client invoices in accordance with engagement terms and firm billing procedures.
• Completing AML/KYC checks and client due diligence requirements.
• Managing document control, scanning, filing, mail management, and electronic record keeping.
• Coordinating corporate secretarial services, including incorporations, ASIC changes and maintaining statutory records.
• Maintaining share registers and unit trust registers.
• Liaising with clients, Partners, lawyers, and external stakeholders.
• Processing ATO lodgements and monitoring compliance deadlines.
• Assisting with the preparation and collation of financial statements and tax returns.
• Ensuring documentation is signed, completed, and uploaded to platforms.
• Managing outbound communications with the ATO to assist with client matters.

Skills

Administration

AML/KYC

ATO lodgements

Corporate secretarial

MYOB AE

Stakeholder liaison

Tools

MYOB AE

Job description

PKF Melbourne is seeking an organised administrator to support accounting and advisory services. Responsibilities include invoicing, AML/KYC checks, document control, corporate secretarial tasks, and liaising with clients and Partners.

The role also covers ATO lodgements and preparation of financial statements and tax returns, with emphasis on confidentiality and professionalism. The successful candidate will have experience in professional services, exposure to corporate secretarial functions,