Client Services Officer
8 hours ago
- 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 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?
If this sounds like you, we look forward to meeting you. Apply now
PLEASE NOTE:
Only candidates with valid working rights within Australia/New Zealand (in which this position is based) will be considered.
Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
Note for Recruitment Agencies:
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.
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