About the role

This position is responsible for coordinating the end-to-end client onboarding and off‑boarding process to ensure a seamless, skilled, 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.
- Mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory 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mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mandat mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand ... (exclusions removed)

Qualifications

- Mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory 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mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand {"FinalAction": "CannotImprove"}

#J-18808-Ljbffr

📌 Client Administrator Coordinator (Ballarat)
🏢 BPT The Birdanco Practice Trust
📍 Ballarat