Client Services Officer at Findex

, , -

Full Time

Start Date

Immediate

Expiry Date

29 Apr, 26

Salary

0.0

Posted On

29 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Suite, Customer Service, Communication Skills, Attention to Detail, Time Management, Team Player, Phone Manner, Front of House Expertise

Industry

Financial Services

Description

We are looking for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Orange. For the right candidate, we are open to Client Services professionals based in Bathurst or Forbes. Your role, your contribution! Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages Attend to ASIC requirements, along with new entity establishments Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service Communicate with accountants, partners and other staff to ensure exceptional service delivery to support them in servicing client requests Covering Reception when required The benefits of joining us! Exciting career development and ongoing training support Be part of our Reward & Recognition Benefits program, celebrating outstanding performance Experience a positive and collaborative work culture that fosters innovation and teamwork Comprehensive training with a dedicated buddy to guide you. What you bring to the role Demonstrated proficiency using the Microsoft Suite Exceptional phone manner and front of house expertise to deliver outstanding customer service and create a welcoming environment A genuine team player with a friendly and helpful attitude Excellent written and verbal communication skills High attention to detail and strong time management skills. 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 Client Services Officer will manage diverse administrative tasks including lodging tax returns and preparing financial packages. They will also handle invoicing, WIP management, and ensure exceptional service delivery to clients.