Client Services Coordinator

BG Private; City of Melbourne; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Parental leave

Wellness leave

Hybrid work

Professional development

Postgraduate study support

Health & wellbeing

Social events

Gym discount

Parking

Direct access to partners

Job summary

BG Private in Melbourne is seeking a Client Services Coordinator to support AML compliance, corporate secretarial tasks and tax administration within our accounting team.

You will perform KYC/CDD reviews, manage corporate registers, and assist with tax returns and FBT. The role requires 3-5 years in accounting or legal admin, with strong organization and client-facing skills.

Qualifications

• 3-5 years experience within an Accounting or Legal administration role, including Corporate Secretarial experience.
• Practical understanding of organisational structures (Companies, Trusts, SMSFs).
• Understanding AUSTRAC KYC and CDD requirements.

Responsibilities

• Complete AML/CTF checks on new and existing clients, including KYC and CDD reviews.
• Assist with Tax administration: collating and sending Tax Returns, Activity Statements, FBT returns.
• Maintain Corporate Registers, company secretarial changes, incorporations and trusts establishment.

Skills

AML/CTF checks

KYC & CDD

Corporate Secretarial

Tax administration

Interpersonal communication

Time management

Job description

BG Private is one of Australia’s leading Accounting, Audit and Advisory firms. Proudly ranked among the AFR Top 50 Accounting Firms nationally, we are recognised as a leading practice in both Melbourne and Sydney. Our team of 16 Partners and 120 staff are committed to excellence and client satisfaction, helping over 7,000 clients achieve their personal and business goals. We are constantly pushing the boundaries with our innovative work practices and cutting-edge solutions and believe in creating a fulfilling and inspiring work environment where our people can thrive.

Our Culture

At BG Private, we are committed to continuous development and career progression. Our people are our most valuable asset, and we provide clear pathways for leadership and partnership opportunities. You will be mentored by industry-leading professionals dedicated to your growth and success, with opportunities to collaborate and contribute meaningfully.

Up to 16 weeks paid parental

Volunteer and 2 days wellness leave per annum

Hybrid and flexible working arrangements

BG Skills Academy to accelerate your professional development

Financial support for postgraduate studies and paid professional memberships

Health and wellbeing initiatives, including EAP and annual flu vaccinations

Regular social events, including open bar on Fridays and regular in-house morning teas

Discounted gym memberships

Fully reimbursed all-day parking

Direct access to partners

About The Role

We are seeking a Client Services Coordinator to join our Accounting and Business Advisory team. In this role, you will provide AML Compliance, Corporate Secretarial, Tax Administration and General Administration Support.

Using your expertise, a typical week would include:

Complete AML/CTF checks on new and existing clients. Conduct KYC and CDD reviews, including beneficial ownership, PEP, sanctions and adverse media screening

Assisting with Tax administration including collating and sending:

Tax Returns

Activity Statements

FBT returns

Maintaining Corporate Registers for clients, including company secretarial changes as required, incorporation of companies and establishment of trusts

What we are looking for

3-5 years experience within an Accounting or Legal administration role, including Corporate Secretarial experience.

Practical understanding of organisational structures, including Companies, Trusts and Self-Managed Superannuation Funds

Practical understanding of AUSTRAC KYC and CDD requirements

Excellent interpersonal, written, and verbal communication skills

High ethical standards and a client-first mindset

Exceptional time management skills and the ability to prioritise effectively

Highly organised with strong attention to detail

Ability to work autonomously and exercise sound judgement

BG Private…For Today, Tomorrow & Beyond.