Client Services Coordinator

1 week ago

Hobart, Tasmania, Australia Findex Full time

We are looking for someone that loves variety, displays initiative, and has a people centric approach to join our Hobart office as a Client Services Coordinator on a permanent full-time basis.


Client Services Coordinator - Structure & Risk - Hobart
At Findex, we believe in Dynamic working.

This is our new way of thinking about an agile and flexible global workforce.

It places trust in our team members to focus on the output and value of their client work, not the amount of time spent in the office.

We are looking for someone that loves variety, displays initiative, and has a people centric approach to join our Hobart office as a Client Services Coordinator on a permanent full-time basis.


What will your typical week look like?


You will provide support and complete administrative tasks, ensuring they are delivered effectively and efficiently, ensuring a high level of customer care and a people-centric approach.


The Structure & Risk Process Coordinator role works closely alongside the Team Manager and Partner, providing practical assistance with client restructures, administration duties, database management and being the main communication point for internal and external stakeholders.


Key responsibilities

  • Managing client data, checking reports including timesheets, billings and expenses; preparing client service agreements, invoicing and WIP Management
  • Support the team to implement strategies for clients, including business rollovers, register new entities, complete ASIC forms, ATO registrations, PPSR & List property searches, meeting minutes and resolutions.
  • Liaise with internal and external parties on behalf of clients as required
  • Support the team with system administration and data entry
  • Diary management, report collation, and document compilation
  • Manage task list (workflow) for the team, including distribution and tracking of tasks, manage deadlines, conduct weekly workflow meetings and report to Managers.
  • Ensure all team documentation and systems are maintained to a high standard in line with compliance requirements
  • Lead special projects as required

More about the perks

  • Clear career development pathway and ongoing training support
  • We aim to provide flexible schedules, work environments and experiences. This includes the possibility of working remotely once established in the role.
  • Discounted health insurance, ongoing learning and development, fun social and collaborative team

Let's talk about you

  • Ideally 25 years' experience in a highlevel administration position
  • Competency in Microsoft Suite, including Outlook, Teams, Words and Excel
  • Excellent client and stakeholder relationship skills
  • Exceptional written and verbal communication
  • Highly skilled in prioritising and coordinating tasks.
  • Selfmotivated with attention to detail
  • A proactive attitude toward problem solving, learning and developing in your role
  • A genuine team player, with a friendly, helpful and constructive attitude

Let's talk about our team

  • You will support and manage the workflow of Analysts, Advisors, Senior Advisers, Managers and Partners in the Structure & Risk team
  • High focus on teamwork and supporting each other
  • Opportunity to make a difference in an emerging service line
  • Great training and mentoring

Why Findex? _#lovewhereyouwork _**Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company and work on something cutting edge? Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered? Are you quick thinking and ready to push boundaries?


With offices in more than 100 locations across Australia & New Zealand and a network of more than 3,000 employees, Findex are now seeking a new generation of talent.

Are you motivated to help drive growth and innovation for our business? Progress your career and excel in your chosen field?

Look no further.

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