Client Services Coordinator

1 month ago


Berri and Barmera, Australia Findex Full time
About the Role

We are seeking a highly motivated and enthusiastic Client Services Administrator to join our team in Berri. As a key member of our administrative team, you will be responsible for providing exceptional client service and supporting our advisors and partners.

Key Responsibilities
  • Lodge tax returns and manage ATO correspondence with accuracy and attention to detail.
  • Manage client data and ensure the accuracy of reports such as timesheets, billings, and expenses.
  • Prepare client service agreements and collect information for impactful tax engagements.
  • Manage invoicing and WIP, while effectively communicating with advisors, partners, and corporate staff.
What We Offer
  • 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.
Requirements
  • Demonstrated proficiency using the Microsoft Suite.
  • A genuine team player with a friendly, helpful, and constructive attitude.
  • Excellent written and verbal communication skills.
  • High attention to detail and strong time management skills.
About Us

At Findex, we are passionate about what we do and how we do it. We value teamwork, innovation, and delivering quality work. If you are a big and bold thinker who likes to make meaningful change, we would love to hear from you.



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