Client Services & Admin Specialist — Flexible Hours

Traction; Bathurst; Hybrid; AUD 52,000 - 65,000; Full time

Benefits offered by this job

Flexible hours

Training & development

Buddy system

Rewards program

Job summary

Findex Bathurst is seeking a proactive Client Services Officer to join our Business Advisory team in a permanent, office-based role. You will handle administrative tasks, including lodging tax returns, ATO correspondence, and preparing financial packages, while supporting front desk duties and client interactions.

You will manage invoicing, WIP, and communications with advisors, partners, and staff to ensure exceptional service delivery.

Qualifications

• Proficiency with the Microsoft Office Suite.
• Proven customer service experience with an excellent phone manner.
• 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.

Responsibilities

• Take charge of administrative tasks, including lodging tax returns and managing ATO correspondence.
• Prepare financial packages and liaise with advisors and staff.
• Support front desk Receptionist duties: greeting clients, calls, mail and stock orders.
• Manage invoicing and WIP, communicating with accountants and partners.
• Coordinate client service delivery with accountants, partners and staff.
• Attend to ASIC requirements and support new entity establishments.

Skills

Microsoft Office

Customer service

Team player

Communication skills

Tools

Reception duties

Job description

Findex Bathurst is seeking a proactive Client Services Officer to join our Business Advisory team in a permanent, office-based role. You will handle administrative tasks, including lodging tax returns, ATO correspondence, and preparing financial packages, while supporting front desk duties and client interactions.

You will manage invoicing, WIP, and communications with advisors, partners, and staff to ensure exceptional service delivery.