
Client Services Officer
2 days ago
We're seeking a positive and professional individual to join the Canberra team as a Client Services Officer Please note, this is a full-time contract until July 2025
Do you want to be part of a community of like minded professionals who are revolutionising the way financial services are delivered?
We're seeking a positive and professional individual to join the Canberra team as a Client Services Officer to support our team during a parental leave period.
**What will you typical week look like?**
- Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages.
- Dive into the world of client data management, ensuring accuracy in reports like timesheets, billings, and expenses.
- Attend to ASIC requirements, along with new entity establishments.
- Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service.
- Communicate with advisors, partners and staff to ensure exceptional service delivery to support them in servicing client requests.
- Maintain a positive and proactive attitude, working collaboratively with team members to achieve shared goals
**More about the perks**
- 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..
- Demonstrated experience in client services or a similar customer-focused role
- Excellent time management, communication and organisational skills
- Team player with a positive attitude, attention to detail, willingness to learn and develop
- 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
- 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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