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Client Services Officer Findex, Dubbo, New South Wales, AustraliaTraction • Dubbo, AU
Client Services Officer Findex, Dubbo, New South Wales, Australia

Client Services Officer Findex, Dubbo, New South Wales, Australia

Traction • Dubbo, AU
6 days ago
Job description

We are looking for a proactive and enthusiastic Client Services Officer to join our SMSF team in Dubbo. This is a part-time (3 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.

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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Client Services Officer Findex, Dubbo, New South Wales, Australia • Dubbo, AU

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