Client Services Coordinator at Findex

Gold Coast, Queensland, Australia -

Full Time

Start Date

Immediate

Expiry Date

26 May, 26

Salary

0.0

Posted On

25 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Coordination, Organisation, Stakeholder Management, Administrative Support, Operational Support, Liaison, Regulatory Compliance, Correspondence Preparation, Database Maintenance, Document Management, Task Management, Microsoft Office, System Navigation, Time Management, Attention To Detail, Communication

Industry

Financial Services

Description

Ready to join a high-performing team where your coordination, organisation and stakeholder skills will make a real impact? As a Client Services Co-ordinator at Findex, you’ll play a key role in delivering exceptional administrative and operational support that enables our advisers and accountants to focus on what they do best- supporting our clients. Your role, your contribution! • Coordinate end-to-end client administrative workflows, ensuring tasks are completed in line with internal service standards and turnaround times • Liaise with clients, ATO and other regulatory bodies to manage lodgements, information requests and onboarding/offboarding activities • Prepare client correspondence, reports, job in/out for signing processes and billing/WIP support • Maintain accurate database, document and task management across multiple systems • Provide broader office and team support including reception relief, meeting coordination, events and facilities administration The benefits of joining us! • A collaborative and supportive Client Services team environment • Exposure to a variety of service lines and stakeholders across the business • Ongoing learning, development and career progression opportunities • The chance to be part of a nationally recognised professional services firm What you will bring to the role: • Intermediate to advanced Microsoft Office skills and strong system navigation capability • Exceptional organisation and time management skills with high attention to detail • Strong communication skills and confidence liaising with clients, regulators and internal stakeholders • Proven ability to mentor junior team members and work collaboratively in a team environment • A proactive, solutions-focused approach with the ability to manage multiple priorities If this role sounds like a good fit - Apply now! Our Impact: Why Findex? At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security. For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role. For our Customers - Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Responsibilities

The role involves coordinating end-to-end client administrative workflows, ensuring adherence to service standards and turnaround times. Responsibilities also include liaising with clients and regulatory bodies, preparing correspondence, and maintaining accurate system records.