Business Advisory Administrator

About the role

A growing, integrated financial advice firm with modern offices in a prime inner-suburban Melbourne location is seeking an experienced Business Advisory Administrator through Kaizen Recruitment. The firm is expanding its client base and wants someone who takes ownership of processes, pays close attention to detail and acts as a trusted support partner to advisers and clients. The role coordinates client administration, compliance and workflow so that engagements run smoothly and regulatory obligations are met.

Key responsibilities

• Coordinate and manage client compliance and regulatory requirements.
• Prepare and submit documentation to regulatory and government bodies.
• Liaise with clients on outstanding information and administrative matters.
• Maintain accurate client records and practice management databases.
• Assist with company registrations, corporate maintenance and annual compliance obligations.
• Prepare engagement documentation and client correspondence.
• Coordinate workflow between advisers and support teams to meet deadlines.
• Prepare client packs, invoices and supporting documentation.
• Maintain organised and compliant electronic document management systems.

Required profile

• Previous practice administration experience in a public practice, business advisory or professional services environment.
• Exposure to ASIC-related administration and compliance.
• Knowledge of SMSF administration processes.
• Experience supporting accountants, advisers or professional services teams.

Required skills

• Excellent organisational skills and attention to detail.
• Strong communication and stakeholder management skills.
• Ability to manage multiple priorities and deadlines at once.
• Proactive, accountable and solutions-focused approach.
• Experience with Xero Practice Manager, NowInfinity or similar systems.

The employer offers structured training and development programs, clear career progression pathways and an inclusive, supportive culture.