Client Services Officer

3 days ago

Geelong, Australia Findex Full time

Are you ready to embark on your new journey? Join Findex as a Client Services Officer and work alongside industry professionals who care about making a positive impact We are seeking an experienced, energetic and motivated individual who can provide administrative support to the team and ensure a high level of customer care. We are looking for someone who has any client-facing or administrative experience. This is a full-time, onsite, permanent role based in our Geelong office.

**Are you ready to embark on your new journey?**

Join Findex as a Client Services Officer and work alongside industry professionals who care about making a positive impact We are seeking an experienced, energetic and motivated individual who can provide administrative support to the team and ensure a high level of customer care.

We are looking for someone who has any client-facing or administrative experience. This is a full-time, onsite, permanent role based in our Geelong office.

**What will your typical week look like?**
- Perform front of house coverage duties such as providing efficient customer services to clients and staff, managing mail, client data and meeting rooms.
- Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence, completing ASIC tasks, and completing trust accounts.
- Administration tasks including database maintenance, APS updates, document management, and client invoicing.Providing general administrative support to team members.

**More about the perks**
- Join a supportive, friendly, and close-knit team
- Supportive onboarding and training opportunities so you can advance your careerWork with an experienced team of financial services professionals

**Let’s talk about you**
- Experience in customer services, administration, or any front of house role is highly desirable.
- A genuine team player who has excellent client and stakeholder relationship skills.
- Highly skilled in prioritising and coordinating tasks.Previous experience using the Microsoft Suite (Word, Excel, etc.)

**Let’s talk about our team**
- Ongoing training and learning opportunities to enhance your professional development.
- Join a team who thrives in team building activities and celebrations
- New team members are warmly embraced and guided as they settle inWe like to celebrate our success

**About us**

**Why Findex?**

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**:
**Note for Recruitment Agencies**:

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