Client Services Coordinator

2 weeks ago

Hobart, Australia Findex Full time

We are looking for an experienced Client Services Coordinator to join the Client Services team in our Hobart office.

Client Services Coordinator - Hobart
- Surround yourself with people who inspire and challenge you
- Work for a company that develops and promotes from within
- Join a team who share a commitment to making a difference

It’s exciting times for our Self-Managed Super Fund (SMSF) Admin and Advisory division and we are looking to add a bright new addition to our Client Services team in Hobart

As a Client Services Coordinator, you will play a pivotal role in providing administrative support to team members including Partners, Managers, Accountants and the Client Services Admin team in the provision and delivery of all services to our clients.

As an energetic and motivated individual who displays initiative, your positive attitude will be your point of difference. No two days will be the same in this role so a flexible mindset with the ability to pivot priorities will be a very valuable asset. This is an exciting and varied role which will see you interact with and provide assistance to all people across the business. Relationships with other team members and external stakeholders are critical to ensuring role effectiveness and the relationships built will feel very rewarding.

**What will your typical week look like?**
- Liaising with internal and external parties on behalf of clients and staff as required;
- Workflow updates for the SMSF team, including reports for inclusion in work papers as requested by accountants;
- Arranging for Tax Returns, IAS’s and BAS’s to be lodged and recording lodgements;
- Collating financial accounts and tax returns and compile annual reports and bind financial statements;
- Supporting the team with system administration, document preparation, and data entry.

**More about the perks**

Our team culture is a massive priority and you will be working alongside a friendly, high-performing team of likeminded individuals. Full systems training, and support will absolutely be provided including a dedicated buddy.
- Access to Reward & Recognition Benefits program
- Enjoy a collaborative work environment that values teamwork
- Genuine Career growth - grow your career as our business grows

**Let's talk about you**

You are someone with
- Relevant experience in Administration and/or Client Services, experience in an accounting practice would prove beneficial, but not essential to your success
- Proficiency in the Microsoft Suite
- A positive attitude and the willingness to learn with exceptional written and verbal communication
- High attention to detail and excellent time management skills

**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 want to be part of a team that moves together, operates in a high trust environment and celebrates success?

**Next Steps?**

**Please note**:

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