Client Services Officer at Findex

Smithton, Tasmania, Australia -

Full Time

Start Date

Immediate

Expiry Date

23 Jun, 26

Salary

0.0

Posted On

25 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Front of House, Reception, Call Management, Appointment Coordination, Administrative Tasks, Tax Return Lodging, ATO Correspondence, Data Management, Invoicing, WIP Management, Document Management, Communication Skills, Multitasking, Time Management, Microsoft Office Suite

Industry

Financial Services

Description

We are seeking a proactive and enthusiastic Client Services Officer – Front of House to join our Accounting & Tax team in Smithton. This is a pivotal role suited to a highly motivated professional who takes pride in delivering exceptional reception and client service support. Your role, your contribution! • Welcoming clients and managing incoming calls, responding to enquiries and coordinating appointments to ensure seamless service delivery. • Liaising with advisors, partners and team members to support efficient and high-quality client outcomes. • Managing a broad range of administrative tasks, including lodging tax returns, handling ATO correspondence and coordinating office supplies. • Supporting client data management processes, including collating financial statements and tax returns, invoicing, WIP management, liaising with the ATO on various matters and document management. What you bring to the role: • Demonstrated experience in a front-of-house or client-facing role • Excellent written and verbal communication skills • Strong multitasking and time management abilities • Proficiency in the Microsoft Office Suite The benefits of joining us! • Recognition and reward for outstanding performance • A supportive and collaborative team environment that values innovation and teamwork • Ongoing training and mentorship to support your professional growth • The opportunity to build a rewarding and fulfilling career 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. 

Responsibilities

The role involves welcoming clients, managing incoming calls, responding to inquiries, and coordinating appointments to ensure seamless service delivery. Key duties also include handling various administrative tasks such as lodging tax returns, managing ATO correspondence, and supporting client data management processes.