Client Services Officer at Findex

Colac, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

10 Aug, 26

Salary

0.0

Posted On

12 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative Support, Database Entry, Client Record Management, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Communication Skills, Attention To Detail, Organization, Priority Management

Industry

Financial Services

Description

Our friendly SMSF team in Colac is looking for a Client Services Officer for an immediate start! This role is permanent, full-time position. You will be helping the team with a variety of administrative tasks to ensure they remain on track with providing the best possible service to our valued clients! Please note: this role requires travel to Ballarat once a month (fully reimbursable). Your role, your contribution! * Complete diverse administrative tasks, from mail and correspondence to lodging tax returns. * Offer general support to the SMSF Team including efficient database entry and management. * Provide administrative support with client related tasks, including collation of financial accounts and tax returns, client service agreements and other documents. * Maintain accurate client records and compliance files What you will bring to the role * Strong attention to detail with the ability to stay organised and manage priorities. * Clear and confident communication skills, with a friendly and approachable manner. * Familiar with Microsoft Office programs, including Outlook, Word, Excel and Teams * A reliable team player with a positive attitude and willingness to learn. The benefits of joining us * A great career opportunity within a large, reputable firm * Excellent team culture * Ongoing training and development to support your growth 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 over 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

Provide comprehensive administrative support to the SMSF team, including managing correspondence and lodging tax returns. Maintain accurate client records, compliance files, and handle database entry and management.