Client Services Officer

2 days ago

Geelong, Australia Findex Full time

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 partner 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.
- Assist with administration tasks including file, maintaining client records and data entry
- You will support the Accountants, Senior Managers and Partners in the SMSF team
- 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
- Assist with ad-hoc administrative tasks such as printing, filing, and scanning

**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
- Effective communication and interpersonal skills, with confidence in dealing with clients and stakeholders
- Competency in Microsoft Suite, including Outlook, Teams, Word and Excel.
- Ability to prioritise and coordinate tasks
- 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**

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.

We are passionate about what we do and how we do it. Do you want to be part of a team that moves together, operates in a high trust environment, and celebrates success?

**Next steps?**

**Please note

  • Client Services Officer

    2 weeks ago

    Geelong, Australia Findex Full time

    Do you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a full-time, permanent position based in our Geelong office. Day to day, you will support our Advisers and ensure that...

  • Client Services Officer

    2 weeks ago

    Geelong, Australia Findex Full time

    Do you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Geelong office. Day to day, you will support our Advisers and ensure...

  • Client Services Officer

    2 weeks ago

    Geelong, Australia Findex Full time

    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...

  • Client Services Officer

    1 week 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...

  • Client Services Officer

    2 weeks ago

    Geelong, Australia Findex Full time

    **What will your typical week look like?** - Attend to our incoming clients and phone lines, assisting our clients with their queries and scheduling appointments to ensure a high-quality service is provided. - Communicate with advisers, partners and staff to ensure exceptional service delivery to support them in servicing client requests. - Take charge of a...

  • Client Services Support Officer

    6 days ago

    Geelong, Australia Department of Justice and Community Safety Full time

    **Utilise your customer service and technical expertise to ensure compliant, efficient, and client focussed delivery of prison services.**: - **9 x Ongoing, Full-Time opportunities.**: - **VPS Grade 2: $60,295 - $77,430 plus superannuation.** The Department of Justice and Community Safety is seeking **9 x Client Services Support Officer's** to provide a...

  • Client Services Officer

    4 days ago

    North Geelong, Australia Canny Group Full time

    Are you seeking a dynamic, fulfilling, and diverse career within the financial services industry? Based in our spacious, open-plan, and newly refurbished office within the Federal Mills Business Precinct, you'll feel right at home surrounded by lush indoor greenery and forward-thinking colleagues representing diverse backgrounds. Become an integral part of...

  • Client Service Officer

    2 days ago

    Geelong, Victoria, Australia Audika Australia Pty Full time

    Overview Audika is part of Demant, a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss. Worldwide the group employs more than 22,000 staff in more than 30 countries and distributes hearing healthcare and intelligent audio solutions to people in more than 130 countries. In Australia, Audika has over...

  • Client Service Officer

    1 day ago

    Geelong, Victoria, Australia Audika Australia Pty Full time

    OverviewAudika is part of Demant, a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss. Worldwide the group employs more than 22,000 staff in more than 30 countries and distributes hearing healthcare and intelligent audio solutions to people in more than 130 countries. In Australia, Audika has over 350...

  • Office Client Services Coordinator

    1 week ago

    Geelong, Australia Prestige Inhome Care Full time

    Full Time Permanent role - Hybrid - WFH & Office - Rewarding, fast paced, customer focussed work The Client Services Coordinator has the objective of delivering the most efficient and high-quality service to Prestige clients. **The purpose of the Client Services Coordinator is to**: - Ensure that new and existing client's care needs are met through timely...