Client Services Officer

4 months ago


Geelong, Australia Findex Full time

**What will your typical week look like?**
- Attend to our incoming clients and phone lines, assisting our clients with their queries and scheduling appointments to ensure a high-quality service is provided.
- Communicate with advisers, partners and staff to ensure exceptional service delivery to support them in servicing client requests.
- Take charge of a wide range of administrative responsibilities, from lodging tax returns to managing ATO correspondence and ordering supplies.
- Dive into the world of client data management, collating of financial accounts and tax returns, liaising with the ATO on a variety of matters, and scanning.

**More about the perks**
- Recognising and rewarding exceptional achievements.
- Embracing a supportive and collaborative work environment that encourages innovation and teamwork.
- Receiving comprehensive training and guidance from a dedicated mentor to facilitate your learning and growth.
- Joining us to embark on a fulfilling journey of personal and professional development.

**Let’s talk about you**

You are someone with.
- Demonstrate a positive and professional attitude.
- Showcase excellent communication skills.
- Display strong multitasking and effective time management abilities.
- Proficiency in the Microsoft Office Suite.

**Let’s talk about our team**
- Collaborate with an exceptional admin team
- Thrive in a supportive work environment
- Benefit from a culture that values innovation and teamwork
- Experience a dynamic and rewarding role with Findex

**About us**

Why Findex? #writeyournextchapter

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.

We are passionate about what we do and how we do it. Do you take pride in delivering quality work, being accountable and maintaining high standards?

**Next Steps?**

**Please note**:



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