Client Services Administrator- SMSF

2 weeks ago

Armidale, New South Wales, Australia FINDEX Full time $60,000 - $80,000 per year

Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company, and work on something cutting edge?

  • Findex allows you to be the best version of yourself
  • Work for a company that develops and promotes its own talent
  • This is a part time (3 days a week) permanent role

Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company, and work on something cutting edge?

We are looking for a proactive and enthusiastic Client Services Administrator to join our SMSF team in Armidale. The ideal candidate will be highly motivated and ready to provide excellent client service.

WHAT WILL YOUR TYPICAL WEEK LOOK LIKE?

  • Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and ordering supplies.
  • Dive into the world of client data management, ensuring accuracy in reports like timesheets, billings, and expenses.
  • Play a crucial role in preparing client service agreements, collecting information for impactful tax engagements.
  • Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service.

MORE ABOUT THE PERKS

  • Exciting career development and ongoing training support
  • Be part of our Reward & Recognition Benefits program, celebrating outstanding performance
  • Experience a positive and collaborative work culture that fosters innovation and teamwork.
  • Comprehensive training with a dedicated buddy to guide you - Join us to learn, grow, and thrive

LET'S TALK ABOUT YOU

You are someone with…..

  • Demonstrated proficiency using the Microsoft Suite
  • A genuine team player with a friendly, helpful, and constructive attitude
  • Excellent written and verbal communication skills
  • High attention to detail and strong time management skills
  • Join our collaborative team and showcase your skills in a supportive work environment

LET'S TALK ABOUT OUR TEAM

  • Collaborate with an exceptional admin team
  • Thrive in a supportive work environment
  • Benefit from a culture that values innovation and teamwork
  • Experience a dynamic and rewarding career with Findex

ABOUT US:

Why Findex? #writeyournextchapter

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.

We are passionate about what we do and how we do it. 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

Next steps?

Apply now – we can't wait to hear from you Please note, you will be directed to our careers page to apply.

PLEASE NOTE:

Only candidates with valid working rights within Australia 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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