Client Success & Admin Coordinator - Advisory

Rsm-; Australia; On-site; AUD 60,000 - 80,000; Full time

Job summary

RSM Australia is seeking a Client Services Administrator to join the Business Advisory division. You will be the central contact for clients, coordinating communications, documents, and onboarding/offboarding.

You will maintain client records, support advisors, assist with invoicing and billing, and help deliver accounting and advisory services with accuracy and professionalism. Excellent communication and organisational skills are essential.

Qualifications

• Experience in administration, client service, or professional services environment.
• Excellent verbal and written communication skills.
• Strong client relationship and stakeholder management abilities.
• Organisational and time management skills with attention to detail.

Responsibilities

• Serve as the primary administrative contact for clients with professional service experience.
• Coordinate client communications, document requests, signatures, lodgements, invoices, deadlines and compliance requirements.
• Maintain accurate client records across firm systems and ensure information is current.
• Prepare client deliverables including statements, tax returns, advisory reports and supporting documentation.
• Assist with onboarding new clients and offboarding departing clients for a seamless experience.
• Support engagement setup, billing processes, and progress reporting.

Skills

Verbal communication

Written communication

Client relationships

Stakeholder management

Organisational skills

Time management

Attention to detail

Prioritisation

Education

Year 12

Certificate IV in Business Administration

Tools

Microsoft Office

Outlook

Word

Excel

Teams

Job description

RSM Australia is seeking a Client Services Administrator to join the Business Advisory division. You will be the central contact for clients, coordinating communications, documents, and onboarding/offboarding.

You will maintain client records, support advisors, assist with invoicing and billing, and help deliver accounting and advisory services with accuracy and professionalism. Excellent communication and organisational skills are essential.