Client Services Officer

3 days ago

Hobart, Tasmania, Australia FINDEX Full time

We are looking for a proactive and enthusiastic Client Services Officer to join our team in Hobart. The ideal candidate will be highly motivated, prepared to work in the office full-time and ready to provide excellent client service.

We are looking for a proactive and enthusiastic Client Services Officer to join our team in Hobart. The ideal candidate will be highly motivated, prepared to work in the office full-time and ready to provide excellent client service.

Your role, your contribution

  • Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages.
  • Attend to ASIC requirements, along with new entity establishments.
  • Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service.
  • Communicate with advisors, partners and staff to ensure exceptional service delivery to support them in servicing client requests.

The benefits of joining us

  • 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.

What you bring to the role

  • Demonstrated proficiency using the Microsoft Suite.
  • Exceptional phone manner and front of house expertise to deliver outstanding customer service and create a welcoming environment.
  • A genuine team player with a friendly and helpful attitude.
  • Excellent written and verbal communication skills.
  • High attention to detail and strong time management skills.

If this role sounds like a good fit - Apply now

Our Impact: Why Findex?

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we've become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our "Wealth Accountant" and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.

For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.

For our Customers - Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you're empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference

For Diversity & Inclusion - 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.

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