Client Services Officer

7 days ago

Gold Coast, Australia Findex Full time

Join our collaborative SMSF team in the Gold Coast as a Client Services Officer We're seeking a motivated, flexible, and positive individual who takes initiative.

Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered?

Join our collaborative SMSF team in the Gold Coast as a Client Services Officer We're seeking a motivated, flexible, and positive individual who takes initiative.

**What will your typical week look like?**
- Ensure timely completion of all client related tasks in their local office or designated region, meeting internal and external service standards
- Attend to tasks within the Beginner skill set, providing excellent support to clients
- Provide general support to the Client Services team including file creation and management, database entry and management
- Assist with ad-hoc administrative tasks such as printing, filing, and scanning
- Maintain a positive and proactive attitude, working collaboratively with team members to achieve shared goals.
- Preparation of documents for signing, and ensuring timely lodgement of tax returns
- Finalisation of client invoicing
- Managing client correspondence via paper and electronic methods

**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..
- Excellent time management and organisational skills, with the ability to multitask and adapt to change
- Effective communication and interpersonal skills, with confidence in dealing with clients and stakeholders;
- Team player with a positive attitude, willingness to learn and develop, and able to collaborate effectively with others.
- Proficient in Microsoft Suite including Outlook, Teams, Word, and Excel

**Let’s talk about our team**
- Collaborative team that values diversity and inclusivity
- Supportive work environment with opportunities for career growth and development
- Focus on Corporate Affairs for your Region
- Strong client-centric focus and commitment to providing excellent service
- Access to a range of resources and tools to help you succeed in your role

**ABOUT US**:
**Why Findex? **_#writeyournextchapter _**

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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