Client Services Officer

1 week ago

Geelong, Victoria, 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 partner 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.
- Assist with administration tasks including file, maintaining client records and data entry
- You will support the Accountants, Senior Managers and Partners in the SMSF team
- 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
- Assist with ad-hoc administrative tasks such as printing, filing, and scanning

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

**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?

**Next steps?**

**Please note

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