Client Services Officer

at  Findex

Our Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a part-time basis (22.5 hours per week).
Our Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a part-time basis (22.5 hours per week).
As an SMSF Client Services Officer you will be part of a close-knit and supportive team with a focus on innovation and collaboration. You will be helping our team manager and partners by doing a variety of compliance and administrative tasks to make sure our clients and our team are well taken care of.

You will provide support and complete both compliance and administrative tasks, ensuring they are delivered effectively and efficiently. We focus on looking after our clients and our people.

• Assist in compiling of tax returns & financial statements
• Preparing and checking reports; preparing client service agreements, client invoicing
• Ensure timely completion of all client related tasks in their local office or designated region, meeting internal and external service standardsFile creation, database entry and managemen