Team Assistant (Client Experience)

Role Statement

The Team Assistant provides administrative and operational support to the Client Experience team, assisting with client onboarding, ASIC administration, compliance activities, documentation management, and stakeholder coordination. The role is responsible for maintaining accurate records, processing documentation, supporting client-related administrative tasks, and ensuring established procedures are followed to deliver an efficient and high-quality client experience.

Key Responsibilities

• Managing correspondence with clients and other external and internal parties


• Processing ASIC annual company statements


• Arranging the establishment of client entities and ASIC business administration


• Drafting engagement letter, ethical letter, and implementation plan


• Electronic filing and collation of documents related to client onboarding


• Setting up electronic corporate registers and trust registers related to client onboarding


• Linking and updating client information with ASIC and other regulatory bodies, including preparing and lodging forms


• Making and receiving phone calls from clients and internal and external parties related to onboarding matters


• Preparing and updating client group structure charts


• Conducting ID verification, client due diligence for AML & non-AML clients


• Other foregoing tasks as may be assigned by the Employer/Client


• Completing checklists and following processes accurately and efficiently


• Ad hoc administrative duties as required, including supporting staff in all areas of Bentleys when needed

Experience

• 1-2 years of administration, client support, customer service, or back-office operations.


• Experience supporting Australian or international clients in a professional services or shared services environment.


• Experience in client onboarding, compliance, AML, corporate administration, document verification, or regulatory support.

Skills

• Strong administrative and documentation skills, with experience maintaining records, processing forms, and handling compliance-related or client-facing documentation.


• Excellent written and verbal English communication skills.


• High attention to detail and accuracy.


• Strong organizational skills and the ability to manage multiple priorities, deadlines, and administrative processes simultaneously.

What we offer

Our colleagues are committed, client-focused and enjoy a positive work-life harmony. Bentleys offers a supportive and positive team culture, the opportunity for growth through training and career advancement, and competitive salary packages. In addition, you can expect:

• 20-day leave credits consumed at your discretion with up to 12 days convertible to cash


• Bonus leave – 5 days each FY (based on eligibility)


• HMO on hire for yourself and dependent


• Service Recognition Bonus


• Onsite training perks of free staff accommodation and travel reimbursement


• Flexible working arrangement


• Prime CBD location in a 5-star eco-friendly building with generous end of trip facilities

You may visit our website at https://www.bentleys.com.au/