Client Services Officer
- Join a proactive SMSF team in Sydney as a Client Services Officer.
- Handle diverse administrative tasks including tax returns and ATO correspondence.
- Deliver exceptional client service while managing invoicing and WIP.
We are looking for a proactive and enthusiastic Client Services Officer to join our SMSF team in Sydney. This is a part-time (2 days per week) office based, 12-month max-term contract position providing the opportunity to develop and grow with a leading provider of Accounting and Financial Services.
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
- Processing of orders for legal documents associated with SMSFs
- Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service
- Communicate with accountants, partners and other 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 admin/customer service expertise to deliver outstanding client service
- 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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Skills
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