Client Services Officer

Findex; Stawell; On-site; AUD 34,000 - 44,000; Part time

Job summary

Findex is seeking a proactive Client Services Officer in Stawell for a part-time permanent role based in the office Monday to Friday, with some ad hoc reception support. You will welcome clients, manage calls, coordinate appointments and liaise with advisors to ensure high-quality outcomes.

In this role you’ll handle tax lodgments, ATO correspondence, invoicing and WIP management, and support data management and document control across client files. Office suite skills are essential.

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, coordinating appointments.
• Liaising with advisors, partners and team members to support client outcomes.
• Managing administration including lodging tax returns, ATO correspondence and office supplies.
• Supporting client data management, including collating financial statements and tax returns.
• Invoicing and WIP management; liaising with the ATO on various matters.
• Document management.

Skills

Client-facing

Communication

Multitasking

MS Office

Tools

Microsoft Office

Job description

We are seeking a proactive and enthusiastic Client Services Officer to join our Accounting & Tax team in Stawell.

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

Your role, your contribution!

• 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.

What you bring to the role

• Demonstrated experience in a client-facing role (financial services industry highly regarded but not mandatory).
• Excellent written and verbal communication skills
• Strong multitasking and time management abilities
• Excellent proficiency in the Microsoft Office Suite

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.