Administration/Client Service Officer

Brightpath Financial Planning; Dubbo; On-site; AUD 34,000 - 44,000; Part time

Benefits offered by this job

Exciting career development

Rewards & Recognition Benefits program

Positive and collaborative workculture

Dedicated buddy/mentoring during培训

Job summary

Findex is seeking a proactive Client Services Officer to join its SMSF team in Dubbo on a part-time 3-day-per-week basis. This office-based 12-month max-term contract role focuses on diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages.

You will handle ASIC requirements, process legal document orders for SMSFs, manage invoicing and WIP, and collaborate with advisors and staff to deliver exceptional client service.

Qualifications

• Proactive administrator with experience using MS Office tools.
• Strong client service capabilities and communication skills.
• Team player with attention to detail and time management.

Responsibilities

• Take charge of admin tasks including lodging tax returns, ATO correspondence, and preparing financial packages.
• Attend to ASIC requirements and establish new entities as needed.
• Process orders for legal documents related to SMSFs and manage invoicing and WIP.
• Liaise with advisors, partners and staff to deliver exceptional client service.
• Collaborate with accountants and colleagues to ensure timely service delivery.

Skills

Microsoft Office

Client service

Communication

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