
Client Services & Compliance Coordinator
Nine Advisory
Posted 2 days ago
Help us deliver great client outcomes — on time, with structure, and care.
We’re looking for a proactive and detail-focused Client Services & Compliance Coordinator to join Nine Advisory — a fast-growing business advisory firm working with SME founders across Australia.
This is a client-facing support role where you’ll take ownership of:
Regulatory lodgements (ATO, ASIC, OSR)
Client onboarding communications
Document signing and filing
Advisory board meeting coordination
You’ll work closely with our Account Managers and operations team to ensure clients feel confident, deadlines are met, and documents are handled with professionalism.
What You’ll Be Doing:
Lodging returns, BAS, ASIC changes via ATO/Xero/NowInfinity
Managing DocuSign signature workflows and cross-checking documentation
Leading admin side of client onboarding — forms, access, setup
Coordinating advisory board meetings, calendar invites, and secure board pack delivery
Tracking workflow progress in Asana and keeping the team informed
Responding to client queries around regulatory lodgements and notices
Negotiating ATO payment plans with confidence
You’ll Need To Be:
Experienced in accounting or professional services admin (3+ years)
Proficient in Xero Tax, FYI Docs, Asana, DocuSign, XPM, Dropbox
Confident speaking to clients, the ATO, ASIC, and other regulators
Organised, reliable, and calm under pressure
Great at following process but proactive when something’s off track
Why Join Nine Advisory?
Modern, forward-thinking business advisory firm
Systems-led with a culture of clarity, accountability, and team care
Hybrid flexibility with a high-performance environment
Clients you’ll be proud to support — and a team that has your back
Apply Now:
To apply please create a short 60 second video of yourself using a FREE tool such as Loom (https://www.loom.com/signup) that tells us why you would be a great fit for this job!!
About Nine Advisory
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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