Client Services & Admin Officer – Canberra

Visory; Canberra; On-site; AUD 60,000 - 80,000; Full time

Job summary

Findex is seeking a proactive Client Services Officer to join the Canberra Accounting & Tax team. The role focuses on delivering exceptional client service, managing calls, coordinating appointments and supporting tax-related tasks in a hands-on, on-site environment.

The position is full-time and based in the office, with some ad-hoc reception duties. The successful candidate will liaise with advisors and team members to ensure accurate documentation and timely delivery of client outcomes.

Qualifications

• Demonstrated experience in a client-facing role.
• Excellent written and verbal communication skills.
• Strong multitasking and time management abilities.
• Excellent proficiency in the Microsoft Office Suite.

Responsibilities

• Welcoming clients and managing incoming calls, responding to enquiries and coordinating appointments to ensure seamless service delivery.
• Liaising with advisors, partners and team members to support efficient and high-quality client outcomes.
• Managing a broad range of administrative tasks, including lodging tax returns, handling ATO correspondence and coordinating office supplies.
• Supporting client data management processes, including collating financial statements and tax returns, invoicing, WIP management, liaising with the ATO on various matters and document management.

Skills

Client-facing experience

Communication skills

Multitasking

Time management

Tools

Microsoft Office Suite

Job description

Findex is seeking a proactive Client Services Officer to join the Canberra Accounting & Tax team. The role focuses on delivering exceptional client service, managing calls, coordinating appointments and supporting tax-related tasks in a hands-on, on-site environment.

The position is full-time and based in the office, with some ad-hoc reception duties. The successful candidate will liaise with advisors and team members to ensure accurate documentation and timely delivery of client outcomes.