Client Services Officer

1 month ago

Mudgeeraba, Australia Findex Full time

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 as a Client Services Officer We're seeking a motivated, flexible, and positive individual who takes initiative.

What will your typical week look like?

  • Ensure timely completion of all client related tasks in their local office or designated region, meeting internal and external service standards
  • Attend to tasks within the Beginner skill set, providing excellent support to clients
  • Provide general support to the Client Services team including file creation and management, database entry and management
  • Assist with ad-hoc administrative tasks such as printing, filing, and scanning                   
  • Maintain a positive and proactive attitude, working collaboratively with team members to achieve shared goals.
  • Preparation of documents for signing, and ensuring timely lodgement of tax returns
  • Finalisation of client invoicing
  • Managing client correspondence via paper and electronic methods

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…..

  • Excellent time management and organisational skills, with the ability to multitask and adapt to change
  • Effective communication and interpersonal skills, with confidence in dealing with clients and stakeholders; 
  • Team player with a positive attitude, willingness to learn and develop, and able to collaborate effectively with others.
  • Proficient in Microsoft Suite including Outlook, Teams, Word, and Excel

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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