In-Demand Client advisor Jobs in Ballarat, Vic

Client Administrator Coordinator
RSM —Ballarat VIC
- Full-time
- Administrative experience
- Senior Secondary Certificate of Education
- Organisational skills
Graduate - Audit & Assurance
RSM —Ballarat VIC
- Full-time
- Education
- Business
- Accounting
Audit Assistant - Audit & Assurance
RSM —Ballarat VIC
- Full-time
- Analysis skills
- Business
- Accounting
7d
Accountant
RSM —Ballarat VIC
- Full-time
- Business
- Accounting
- Communication skills
Audit & Assurance - Audit Senior
RSM —Ballarat VIC
- $85,000 - $95,000 a year
- Full-time
- Supervising experience
- Communication skills
Audit Manager/Senior Manager
RSM —Ballarat VIC
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
FPA Specialist -Expressions of Interest - Ballarat
Accenture —Ballarat VIC
- Full-time
- Microsoft Excel
- ERP systems
- Finance

I want to receive the latest job alert for client advisor in ballarat, vic

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near ballarat, vic

Auditor Remote Work jobs in Gold Coast Qld

Junior Auditor jobs in Mill Park Vic

Graduate Auditor jobs in Geelong Vic

Senior Auditor jobs in Russell Act

Internal Auditor jobs in Brisbane Qld

Gsa Night Auditor jobs in Melbourne Vic

Audit Associate jobs in Sydney Nsw

Associate Nurse Unit Manager jobs in Melbourne Vic

Associate Degree In Civil Engineering jobs in Queensland

Senior Auditor jobs in Doubleview Wa

Senior Auditor jobs in Taylors Hill Vic

Senior Line Cook jobs in Mitcham Vic

Senior Auditor jobs in Armadale Vic

Senior Auditor jobs in East Perth Wa

Senior Fund Analyst jobs in Sydney Nsw

Operation Client Service jobs in Melbourne Vic

Support At Home Coordinator jobs in Beaconsfield Vic

Client Coordinator jobs in Altona North Vic

Lifestyle Coordinator Aged Care jobs in Yea Vic

Client Coordinator jobs in Sydney Nsw

Client Administrator Coordinator

RSM -
Ballarat VIC

Apply Now

Job Details

Full-time

Benefits

Group activities

Qualifications

Anti-money laundering
Xero
Administrative experience
Senior Secondary Certificate of Education
Organisational skills
Business Administration
Business
Document management systems
Communication skills

Full Job Description

OUR VALUE PROPOSITION

At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.

RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.

Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.

Who we are:

RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.

About the role:

This position is responsible for coordinating the end-to-end client onboarding and client offboarding process to ensure a seamless, professional and compliant procedure.

KEY RESPONSIBILITIES:

Manage the end-to-end client onboarding and offboarding process, ensuring a seamless experience for clients and internal stakeholders.
Coordinate communications between clients, partners, managers, internal teams, and external advisors.
Prepare and issue engagement and disengagement documentation in line with firm policies and procedures.
Complete client acceptance, AML/CTF, identity verification, conflict checks, ASIC checks, and other compliance requirements.
Identify, document, and escalate onboarding or offboarding risks where required.
Set up, maintain, transfer, and archive client records within practice management and document management systems.
Ensure client, billing, entity, compliance, and ASIC information is accurate and up to date.
Monitor outstanding documentation and follow up with clients to support timely completion of onboarding and offboarding activities.
Coordinate file transfers, record retention, privacy, and confidentiality requirements.
Liaise with finance teams regarding billing, outstanding invoices, and final account reconciliation.
Provide regular status updates and reporting to stakeholders and management.
Support the wider team with general administrative duties, including document management, database maintenance, and ad hoc Professional Support Group activities.

About you:

EDUCATION REQUIREMENTS:

Essential

Completion of Year 12

Desirable

Certificate in Business Administration

DEMONSTRATED EXPERIENCE & ATTRIBUTES:

Essential

Significant experience in a corporate secretarial, corporate governance or compliance role (professional services experience highly regarded)
Administrative or client service experience (public accounting/professional services preferred)
Understanding of the Corporations Act, ASIC and Trust requirements
Understanding of AML/CTF compliance and legislation
Highly organised and collaborative, with the ability to manage competing priorities and work autonomously in a fast-paced environment
Excellent communication and stakeholder management skills
High attention to detail, accuracy, and confidentiality
Excellent organisational skills with a high level of ownership and accountability
Confident written and verbal communicator
Experience with Xero, MYOB, APS or XPM and CAS360
Understanding of ATO online services and public practice workflows

Life at RSM:

RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!

Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.

How to apply:

Please click on the “apply” button and complete our online application form.

Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.

Apply Now

Refine Your Search

client advisor jobs in ballarat, vic

Client Administrator Coordinator

Graduate - Audit & Assurance

Audit Assistant - Audit & Assurance

Accountant

Audit & Assurance - Audit Senior

Audit Manager/Senior Manager

FPA Specialist -Expressions of Interest - Ballarat

I want to receive the latest job alert for client advisor in ballarat, vic

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected