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Client Administrator Coordinator

BPT The Birdanco Practice TrustBallarat, Victoria🇦🇺AustraliaPosted 24 Jul 2026

Why This Role Stands Out

This hybrid Client Administrator Coordinator role offers significant growth potential within a reputable firm, allowing you to hone your organizational and compliance skills while ensuring a smooth client journey. You'll thrive here if you're detail-oriented and enjoy coordinating complex processes, and we encourage you to apply to join their collaborative team!

Quick Overview

Work Type
Hybrid
Schedule
Full Time
Level
Mid Senior

Job Description

About the role This position is responsible for coordinating the end-to-end client onboarding and off boarding 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 mandates, identity verification, conflict checks, ASIC checks, and other compliance requirements.
  • Identify, document, and mitigate onboarding or offboarding risks as 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 support activities.
Qualifications
  • Mandatory completion of Year 12.
  • Desirable: Certificate in Business Administration.
    • . click apply for full job details

Skills

Compliance
Document Management
Onboarding
Reconciliation

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