Client Services Officer | Canberra, Au
vor 1 Monat
Job DescriptionDo you want to be part of a community of like-minded professionals who are revolutionising the way financial services are delivered?We're seeking a positive and professional individual to join the Canberra team as a Client Services Officer to support our team during a parental leave period.What will your typical week look like? Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages.Dive into the world of client data management, ensuring accuracy in reports like timesheets, billings, and expenses.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.Maintain a positive and proactive attitude, working collaboratively with team members to achieve shared goals.More about the perksClear 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 youYou are someone with.....Demonstrated experience in client services or a similar customer-focused role.Excellent time management, communication, and organisational skills.Team player with a positive attitude, attention to detail, and willingness to learn and develop.Proficient in Microsoft Suite including Outlook, Teams, Word, and Excel.Let's talk about our teamCollaborative 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.Access to a range of resources and tools to help you succeed in your role.ABOUT US:Why Findex?
#writeyournextchapterAt 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 nowPLEASE 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.#J-18808-Ljbffr
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