Client Services Coordinator | Sydney, Au

vor 1 Monat


Sydney, Österreich Efinancialcareers Ltd. Vollzeit

Job DescriptionDo 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 Albury as a Client Services Coordinator We're seeking a motivated, flexible, and positive individual who takes initiative. This is a permanent, part-time position working 22.5 hours per week (flexible on the days).What will your typical week look like?Preparation of documents for signing, and ensuring timely lodgement of tax returnsFinalisation of client invoicingManaging client correspondence via phone, paper and electronic methodsProvide general support to the Client Services team including file creation and management, database entry and managementAssist with ad-hoc administrative tasks such as printing, filing, and scanningMore about the perksSupportive team environment, on the job training providedEAP access supporting a healthy work-life balanceYou will be provided with a laptop & relevant hardware to perform your roleLet's talk about youYou are someone with.....Proven experience in administration and working with clients/customersProficient in Microsoft Suite including Outlook, Teams, Word, and ExcelExcellent time management and organisational skills, with the ability to multitask and adapt to changeTeam player with a positive attitude, willingness to learn and develop, and able to collaborate effectively with others.Why Findex?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 nowPLEASE NOTE:Only candidates with valid working rights within Australia 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.
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