Client Services Officer

Findex; Mildura; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Recognition for performance

Collaborative team environment

Training and mentorship

Career growth opportunities

Job summary

Findex is seeking a proactive Client Services Officer to join the SMSF Administration & Advisory team in Mildura. The full-time role is based in the office Monday to Friday with some ad-hoc reception duties.

You will manage a broad range of administrative tasks, support the SMSF team with data entry, collate financial statements and tax returns, and maintain accurate client records. A team-focused, learning-minded candidate will thrive here.

Qualifications

• Experience in an administrative role is preferred (financial services experience is a plus).
• Strong written and verbal communication skills are essential.
• Excellent multitasking and time management abilities are required.
• Proficient with Microsoft Office programs including Outlook, Word, Excel and Teams.

Responsibilities

• Handle a broad range of administrative tasks, including mail and correspondence and lodging tax returns.
• Provide general support to the SMSF Team with efficient data entry and management.
• Assist with client-related tasks such as collating financial statements, tax returns, invoicing and service agreements.
• Maintain accurate client records and compliance files.
• Coordinate with advisors, partners and team members to support high-quality client outcomes.

Skills

Administrative experience

Excellent communication

Multitasking & time management

MS Office proficiency

Team player & willingness to learn

Education

No specific education required

Tools

Outlook

Word

Excel

Teams

Job description

We are seeking a proactive and enthusiastic Client Services Officer to join our SMSF Administration & Advisory team in Mildura. This is a pivotal role suited to a highly motivated professional who takes pride in delivering exceptional client service support.

This is a full-time permanent position based in the office Mon-Fri and requires some ad-hoc reception support.

Your role, your contribution!

• Managing a broad range of administrative tasks, from mail and correspondence to lodging tax returns.
• Offer general support to the SMSF Team including efficient database entry and management.
• Provide administrative support with client related tasks, including collation of financial statements and tax returns, invoicing, client service agreements and other documents.
• Maintain accurate client records and compliance files
• Liaising with advisors, partners and team members to support efficient and high-quality client outcomes.

What you bring to the role:

• Demonstrated experience in an administrative role preferred (financial services industry highly regarded but not mandatory).
• Excellent written and verbal communication skills
• Strong multitasking and time management abilities
• Familiar with Microsoft Office programs, including Outlook, Word, Excel and Teams
• A reliable team player with a positive attitude and willingness to learn

The benefits of joining us!

• Recognition and reward for outstanding performance
• A supportive and collaborative team environment that values innovation and teamwork
• Ongoing training and mentorship to support your professional growth
• The opportunity to build a rewarding and fulfilling career

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 over 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 top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference

For Diversity & Inclusion

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.