- Location
- Albury, Australia
- Type
- Full-time
- Department
- Administration
- Seniority
- Senior
- Closing date
- Today
- Source
- Workday
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:
We're creating a brand-new role to manage the full client lifecycle — from a seamless welcome for new clients through to a smooth, professional exit when the time comes. This critical role involves ensuring every client transition is handled with care, professionalism, accuracy, and full compliance.
- Coordinate end-to-end client onboarding and offboarding processes
- Prepare and issue engagement and disengagement letters
- Complete AML/CTF checks, identity verification, and risk assessments
- Set up new clients in our practice management system (MYOB, CRM, XPM, CAS 360 or similar), and other relevant portals
- Coordinate receipt of all personal and business data for new clients
- Review all incoming data and files to ensure all required documentation is received and in order
- Manage file transfers, archiving, and final billing for departing clients
- Liaise with partners, client service teams, and external advisors
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.
