Client Services Officer

We are looking for an energetic and motivated individual who displays initiative and has a flexible and positive attitude to join our diverse and collaborative team in Toowoomba, QLD as a Client Service Officer.

At Findex, we believe in Dynamic working.

This is our new way of thinking about an agile and flexible global workforce. It places trust in our team members to focus on the output and value of their client work, not the amount of time spent in the office.

We are looking for an energetic and motivated individual who displays initiative and has a flexible and positive attitude to join our diverse and collaborative team in Toowoomba, QLD as a Client Service Officer.

**What will your typical week look like?**

You will provide support and complete administrative tasks for the team, as well as supporting the reception duties in our office, ensuring they are delivered effectively and efficiently; ensuring a high level of customer care and a people-centric approach.

**Key Responsibilities**
- Complete tasks in their local office or designated region to ensure completion of tasks, within required timelines
- Ensure all client related tasks in their local office or designated region are completed in accordance within internal and external service standards
- Attend to client tasks within the Beginner skill set
- Provide support to the Client Services team as required
- Responsible for file creation and management to support Adviser Support requirements
- Database entry and management, as directed
- General ad-hoc administrative support to as required such as printing, filing or scanning

**More about the perks**
- Competitive salary
- EAP access supporting a healthy work-life balance
- Clear career development pathway and ongoing training support
- Health insurance benefits

**Let’s talk about you**
- 2+ Years of Administration experience
- Well organised with the ability to multi-task and adaptable to change
- Excellent Attention to detail is essential
- Be competent in Microsoft suite, including Outlook, Teams, Word and some excel.
- Excellent client and stakeholder relationship skills
- Excellent written and verbal communication skills

**Why Findex? **_#lovewhereyouwork _**

Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company and work on something cutting edge? Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered? Are you quick thinking 1and ready to push boundaries?

With offices in more than 100 locations across Australia & New Zealand and a network of more than 3,000 employees, Findex are now seeking a new generation of talent. Are you motivated to help drive growth and innovation for our business? Progress your career and excel in your chosen field?

Look no further.

**Next Steps?**

About Us: As one of the largest privately-owned providers of integrated financial advisory and accounting services in Australia and New Zealand, Findex believe in helping our clients prepare for the challenges of tomorrow, whilst also solving the problems of today.

Leveraging our strengths in people and technology across more than 100 locations throughout regional and metropolitan Australia and New Zealand, we work with our clients using smart solutions, a one best way approach and an integrated delivery method via our Family Office model.

About the Team: As the fifth largest accounting firm in Australia, Findex works with individuals and businesses to deliver accounting, tax, SMSF and business advisory services that provide our clients with valuable insights and ease their compliance burden.

Working with an experienced accountant, we assist clients with a diverse range of financial needs, lifestyle goals and complexities to provide a uniquely tailored solution, encompassing all their accounting and taxation needs.