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Client Services Officer
2 weeks ago
Our Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a part-time basis (22.5 hours per week).
Our Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a part-time basis (22.5 hours per week).
As an SMSF Client Services Officer you will be part of a close-knit and supportive team with a focus on innovation and collaboration. You will be helping our team manager and partners by doing a variety of compliance and administrative tasks to make sure our clients and our team are well taken care of.
**What will your typical week look like?**
You will provide support and complete both compliance and administrative tasks, ensuring they are delivered effectively and efficiently. We focus on looking after our clients and our people.
- Assist in compiling of tax returns & financial statements
- Preparing and checking reports; preparing client service agreements, client invoicing
- Ensure timely completion of all client related tasks in their local office or designated region, meeting internal and external service standards
- File creation, database entry and management
**More about the perks**
- Flexible work arrangements and varied work experiences
- Clear and supportive career progression opportunities
- Ongoing training and development to support your growth
- Health insurance benefits to help keep you healthy and happy
**Let’s talk about you**
You are someone with..
- Administration experience with strong attention to detail & ability to prioritise
- Effective communication and interpersonal skills, with confidence in dealing with clients and stakeholders
- Competency in Microsoft Suite, including Outlook, Teams, Word and Excel.
- A genuine team player, with a friendly and helpful attitude
**Let’s talk about our team**
- Collaborative team that values diversity and inclusivity
- Supportive work environment with opportunities for career growth and development
- Strong client-centric focus and commitment to providing excellent service
- Experience a dynamic and rewarding career with Findex
**ABOUT US**:
**Why Findex?**_#writeyournextchapter
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At Findex we are passionate about what we do and how we do it. Are you a big and bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first and embraces teamwork? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?
**PLEASE NOTE**:
**HOLIDAY SHUT DOWN**:
Please be advised that Findex offices will be closing for the holiday period, between December 23 - January 7 (AU), and December 23 - January 10 (NZ).
The Findex TA team would like to take this opportunity to wish you all a very happy and restful holiday break
**Note for Recruitment Agencies**:
