Client Services Officer

2 days ago

Gold Coast, Australia Findex Full time

Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered?
- Findex allows you to be the best version of yourself
- Opportunities to explore career paths across divisions
- Thrive with the support of a team who share a common goal

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 We're seeking a motivated, flexible, and positive individual who takes initiative.

**What will your typical week look like?**
- Ensure timely completion of client-related tasks and document lodgements across the local office or designated region, meeting both internal and external service standards.
- Provide comprehensive support to the Client Services team — including file management, database entry, document preparation for signing, invoicing, and communication with auditors via workflow portals.
- Manage client correspondence (paper and electronic) and assist with front-of-house reception duties to maintain smooth daily operations.
- Foster strong internal relationships across service divisions, maintaining a proactive and positive approach to teamwork and shared goals.

**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..
- Demonstrated administration experience with strong attention to detail, excellent time management, and organisational skills — able to multitask effectively and adapt to changing priorities.
- Confident communicator with strong interpersonal skills, capable of engaging professionally with clients and stakeholders while contributing positively as a collaborative team member.
- Proficient in Microsoft Office Suite (Outlook, Teams, Word, and Excel) with a proactive attitude, eagerness to learn, and commitment to continuous development.

**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 serviceAccess 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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