Client Services Officer

1 week 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 partners 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
- 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

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

**Let’s talk about you**

You are someone with..
- A degree in HR or similar (preferred)
- A minimum of 18 months experience within a similar HR role
- Excellent written and verbal communication skills Demonstrated ability to work with multiple computer programs, effectively manage time and prioritise tasks and responsibilities to meet deadlines

**Why Findex? #writeyournextchapter**

We attract, retain and promote people who share a sense of purpose and belonging. And we come together to achieve amazing outcomes for our clients and communities. Write your next chapter with Findex where you can grow your career with us from anywhere and be empowered to work in a way that best meets your needs and those of your team and stakeholders.

**Next Steps?**

**Please note**:

  • Client Services Officer

    2 days ago

    Geelong, Victoria, Australia Moore Australia Full time $60,000 - $90,000 per year

    Client Services Officer – Family Office (12-Month Parental Leave Contract)Moore Australia – Family Office DivisionFixed-Term | Full-TimeDo you thrive in a dynamic, client-focused environment where analytics, decision-making and advisory converge? Our Family Office is seeking an energetic and detail-oriented Client Services Officer to join our team and...

  • Client Services Officer

    5 hours 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 Support Officer

    4 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 Service Officer

    4 weeks 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

    4 weeks 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

    7 days 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...

  • Client Support Officer

    4 days ago

    Geelong, Australia Family Safety Victoria Full time

    Location: Geelong Job type: Part time Organisation: Family Safety Victoria **Salary**: $72,751 - $88,336 Occupation: Other Reference: VG/DFFH/FSV/601497 The Department of Families, Fairness and Housing (DFFH) works hard to create equal opportunities for all Victorians to live a safe, respected and valued life. Our areas of focus are child protection,...

  • Customer Service Officer

    4 weeks ago

    Geelong, Victoria, Australia Travel Leaders Group, LLC Full time

    Job: Customer Service OfficerJob no: | Work type: Full-time, Part-time | Location: GeelongLocation and roleGeelong office location, with flexible hybrid working; multiple full time or part time, fixed term roles (12-month contract); offering a competitive starting base salary of $78,467 plus super and benefits.OverviewRight now, we're seeking a Customer...

  • Client Support Officer

    5 hours ago

    Geelong, Australia Department of Families, Fairness and Housing Full time

    Location: Geelong Job type: Part time Organisation: Department of Families, Fairness and Housing **Salary**: $72,751 - $80,545 Occupation: Customer Service/Call Centre Reference: VG/DFFH/FSV/CW/526987 The Department of Families, Fairness and Housing (DFFH) works hard to create equal opportunities for all Victorians to live a safe, respected and valued...

  • Reception Services Officer

    4 days ago

    Geelong, Australia Department of Families, Fairness and Housing Full time

    **Are you**: - Do you have good communication and interpersonal skills? - Are you energised by providing excellent service? - Are you interested in working within a vigorous and dynamic team? Role purpose The Reception Services Officer is a critical position within the office as it gives the first impression of the organisation. The role is instrumental...