Client Services & Practice Coordinator
Core
Central point of coordination for client onboarding, offboarding, compliance administration, and practice support activities within a Business Advisory team.
Role type
Senior IC practice coordinator (business advisory)
Builds
Seamless client journeys and accurate compliance records
Domain
Professional services / Accounting / Business Advisory
Required skills
Client onboarding and offboarding management, ASIC compliance and corporate secretarial experience, ATO administration, statutory lodgements processing, document management systems, workflow coordination, corporate compliance software (CAS 360)
Preferred skills
Process improvement initiatives, managing competing priorities
Technologies
CAS 360, ATO Online Services for Agents, Client Portal
Responsibilities
Managing client onboarding and offboarding processes, processing ASIC annual reviews and company changes, supporting client linking and ATO registrations, managing electronic filing and document management systems, liaising with clients and engagement teams, monitoring compliance requirements and outstanding documentation
Seniority
Mid-level, hands-on IC