Client Services Officer at Findex

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Full Time

Start Date

Immediate

Expiry Date

25 Jun, 26

Salary

0.0

Posted On

27 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service Support, Front-of-House Duties, Workflow Management, Financial Package Preparation, Tax Lodgements, ATO Correspondence, File Maintenance, Database Management, Customer Service, Phone Etiquette, Microsoft Suite Proficiency, Time Management, Attention to Detail, Communication Skills, Teamwork

Industry

Financial Services

Description

We’re on the lookout for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Innisfail. This is a dual role combining Client Services support with front-of-house responsibilities, perfect for someone who thrives in a fast-paced, people-focused environment. This is a part-time opportunity offering flexibility in hours and days, making it ideal for someone seeking balance while still making a meaningful impact. If you’re ready to contribute and grow with the team, we’d love to hear from you. This role is perfect for someone who thrives in a fast-paced, people-focused environment. Your role, your contribution! • Deliver outstanding client service by managing workflow, supporting financial package preparation, tax lodgements, and ATO correspondence while maintaining accurate files and databases • Act as a key support to accountants, partners, and the wider team, proactively managing client requests and ensuring smooth day-to-day operations • Take ownership of front-of-house duties, including providing professional customer service, answering phone calls, and managing client interactions • Coordinate office operations such as room bookings, meeting setups, catering, event support, reception coverage, and general administration 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, with a strong focus on customer service • 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

This dual role involves delivering outstanding client service by managing workflow, supporting financial package preparation, tax lodgements, and handling ATO correspondence while maintaining accurate records. The officer will also take ownership of front-of-house duties, including professional customer service, managing calls, and coordinating general office operations.