06 Oct
|
BG Private
|
Melbourne
06 Oct
BG Private
Melbourne
BG Private is one of Australia’s leading Accounting, Audit and Advisory firms. Proudly ranked among the AFR Top 50 Accounting Firms nationally, we are recognised as a leading practice in both Melbourne and Sydney. Our team of 16 Partners and 120 staff are committed to excellence and client satisfaction, helping over 7,000 clients achieve their personal and business goals. We are constantly pushing the boundaries with our innovative work practices and cutting-edge solutions and believe in creating a fulfilling and inspiring work workplace where our people can thrive.
Our Culture
At BG Private, we are committed to continuous development and career progression. Our people are our most valuable asset, and we provide clear pathways for leadership and partnership opportunities. You will be mentored by industry-leading professionals dedicated to your growth and success, with opportunities to collaborate and contribute meaningfully.
Up to 16 weeks paid parental
Volunteer and 2 days wellness leave per annum
Hybrid and flexible working arrangements
BG Skills Academy to accelerate your professional development
Financial support for postgraduate studies and paid professional memberships
Health and wellbeing initiatives, including EAP and annual flu vaccinations
Regular social events, including open bar on Fridays and regular in-house morning teas
Discounted gym memberships
Fully reimbursed all-day parking
Direct access to partners
About The Role
We are seeking a Client Services Coordinator to join our Accounting and Business Advisory team. In this role, you will provide AML Compliance, Corporate Secretarial, Tax Administration and General Administration Support.
Using your expertise, a typical week would include:
Complete AML/CTF checks on new and existing clients. Conduct KYC and CDD reviews, including beneficial ownership, PEP, sanctions and adverse media screening
Assisting with Tax administration including collating and sending:
Tax Returns
Activity Statements
FBT returns
Maintaining Corporate Registers for clients, including company secretarial changes as required, incorporation of companies and establishment of trusts
What we are looking for
3-5 years experience within an Accounting or Legal administration role, including Corporate Secretarial experience.
Practical understanding of organisational structures, including Companies, Trusts and Self-Managed Superannuation Funds
Practical understanding of AUSTRAC KYC and CDD requirements
Excellent interpersonal, written, and verbal communication skills
High ethical standards and a client-first mindset
Exceptional time management skills and the ability to prioritise effectively
Highly organised with strong attention to detail
Ability to work autonomously and exercise sound judgement
BG Private…For Today, Tomorrow & Beyond.
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📌 Client Services Coordinator (Melbourne)
🏢 BG Private
📍 Melbourne