Financial Services Coordinator
3 weeks ago
About the Role
We are seeking a highly motivated and experienced individual to join our Client Services team as a Financial Services Coordinator. In this role, you will provide general support to the team, ensuring timely completion of client-related tasks and meeting internal and external service standards.
Key Responsibilities
- Ensure timely completion of all client-related tasks, meeting internal and external service standards.
- Lodgements, fee management, data entry, printing, filing, and scanning.
- Reception cover when required, liaising with clients, booking appointments, and assisting with queries.
About You
We are looking for someone with previous experience in an accounting firm or professional services firm, proficient in Microsoft Suite, and excellent time management and organisational skills.
About Us
Findex is a collaborative team that values diversity and inclusivity, with a supportive work environment and opportunities for career growth and development.
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