Client Services Administrator

We are looking for an energetic and motivated individual to join our team in Pakenham as a Client Services Administrator.

Findex is building a workplace that is unrestrained by geography and hierarchy. A workplace that is connected through technology. A workplace that values your needs and allows you to be the best version of yourself.

Write your next chapter with Findex where you can grow your career with us from anywhere and be empowered to work in a way that best meets your needs and those of your team and clients.

We are looking for an energetic and motivated individual to join our team in Pakenham as a Client Services Administrator.

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

Day to day, you will be supporting our Business Advisory team which includes: Partners, Managers, Accountants and the Client Services/Administration team. You will be based at reception and enjoy a range of administration tasks, as outlined below:

- Perform all reception duties and provide exceptional client service when liaising with incoming clients either face to face or over the phone.
- Managing all aspects of reception including upkeep, presentation, and dairy management.
- General administration duties including lodging tax returns, managing ATO correspondence and ordering supplies.
- Managing client data, checking reports including timesheets, billings and expenses
- Preparing client service agreements and collection of information for the delivery of tax engagements
- Invoicing and WIP Management.
- Communicating effectively and in a timely basis with Advisers, Partners and Corporate staff and ensuring exceptional client service is always provided.
- Updating the CRM system and assisting with the workflow scoping and tasking system.

**More about the perks**
- Career development and ongoing training support
- Health insurance discounts
- Employee Assist Program access supporting a healthy work-life balance
- Access to Reward & Recognition Benefits program
- Comprehensive training including a dedicated buddy

**Let’s talk about you**
- Demonstrated experience 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 excellent time management 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 and 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.