Client Services Coordinator

We are looking for someone that loves variety, displays initiative and has a people centric approach to join our Werribee office as a Client Services Coordinator on a permanent part-time bias.

At Findex, we believe in Dynamic working.

This is our new way of thinking about an agile and flexible global workforce. It places trust in our team members to focus on the output and value of their client work, not the amount of time spent in the office.

We are looking for someone that loves variety, displays initiative and has a people centric approach to join our Werribee office as a Client Services Coordinator on a permanent part-time bias.

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

You will provide support and complete administrative tasks, ensuring they are delivered effectively and efficiently; ensuring a high level of customer care and a people-centric approach. You will be based at reception and be responsible for supporting Advisers, Partners and Corporate staff and overall providing general administrative support to team members

**Key responsibilities**
- Managing all aspects of reception including providing exceptional client service when liaising with incoming clients and upkeep presentation
- Managing client data, checking reports including timesheets, billings and expenses; AML compliance, preparing client service agreements and collection of information, invoicing and WIP Management
- Ensure all client related tasks in your local office or designated region are completed in accordance within internal and external service standards
- Liaise with internal and external parties on behalf of clients as required
- Support the team with system administration and data entry
- Diary management, report collation, and document compilation
- Field general client queries and redirect to relevant team members as appropriate

**More about the perks**
- Clear career development pathway and ongoing training support
- We aim to provide flexible schedules, work environments and experiences
- Discounted health insurance, ongoing learning and development, fun social and collaborative team

**Let’s talk about you**
- Have 1-year work experience in a professional office setting
- Competency in Microsoft Suite, including Outlook, Teams, Words and Excel
- Excellent client and stakeholder relationship skills
- Exceptional written and verbal communication
- Highly skilled in prioritising and coordinating tasks.
- A proactive attitude toward problem solving, learning and developing in your role
- A genuine team player, with a friendly, helpful and constructive attitude

**Let’s talk about our team**
- You will support a team of Accountants and Partners
- High focus on team work and supporting each other
- Great support and mentoring

**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.

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.