Administration /Client Services Coordinator -Gold Coast Chartered Accounting Firm
Core
Centralized regulatory and administration function supporting internal and external clients, managing ASIC compliance for 900+ companies and SMSF administration for 100+ funds.
Role type
Senior Client Services Coordinator (Regulatory & Administration)
Builds
Regulatory compliance workflows and client service processes for a chartered accounting firm
Domain
Accounting / Financial Services / Regulatory Compliance
Required skills
ASIC administration, AML requirements, SMSF administration, client onboarding, record management, workflow management, deadline management, written communication, verbal communication, organizational skills, technology proficiency, AI/automation interest
Preferred skills
Experience with FYI, ChatGPT, CORE, AI agents, automation tools
Responsibilities
Manage centralized client services function for ASIC and SMSF administration, Oversee ASIC regulatory requirements and corporate administration, Assist clients with Anti-Money Laundering (AML) requirements, Support SMSF administration and reporting, Onboard new clients and coordinate documentation, Maintain accurate records and manage workflow
Seniority
Senior, hands-on IC