Practice Admin & Compliance Specialist

Kaizen Recruitment; Melbourne; On-site; AUD 60,000 - 80,000; Full time

Job summary

Kaizen Recruitment is assisting a growing financial advisory firm in Melbourne to hire an experienced Business Advisory Administrator. The role focuses on client administration, compliance, and workflow support within a professional services environment.

You will coordinate regulatory requirements, prepare engagement documentation, and maintain accurate client records while working alongside advisers. A proactive, detail-oriented approach and experience with practice administration are essential.

Qualifications

• Experience in practice administration within a public practice or professional services environment.
• Exposure to ASIC-related administration and compliance.
• Knowledge of SMSF administration processes.

Responsibilities

• Coordinate and manage client compliance and regulatory requirements.
• Prepare and submit documentation to relevant regulatory and government bodies.
• Liaise with clients regarding outstanding information and administrative matters.
• Maintain accurate client records and practice management databases.
• Assist with company registrations, corporate maintenance and annual compliance obligations.
• Prepare engagement documentation and client correspondence.
• Coordinate workflow between advisers and support teams to ensure deadlines are achieved.
• Prepare client packs, invoices and supporting documentation.
• Maintain organised and compliant electronic document management systems.

Skills

Organisational skills

Stakeholder management

Multitasking

Attention to detail

Tools

Xero Practice Manager

NowInfinity

Job description

Kaizen Recruitment is assisting a growing financial advisory firm in Melbourne to hire an experienced Business Advisory Administrator. The role focuses on client administration, compliance, and workflow support within a professional services environment.

You will coordinate regulatory requirements, prepare engagement documentation, and maintain accurate client records while working alongside advisers. A proactive, detail-oriented approach and experience with practice administration are essential.