Client Services Officer

Traction; The Hills Shire Council; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Exciting career development

Training with dedicated buddy

Rewards & Recognition program

Collaborative culture

Job summary

Findex is seeking a proactive Client Services Officer to join the Business Advisory team in Norwest. This full-time role focuses on administrative duties, invoicing, and delivering exceptional client service to accountants, partners and corporate staff.

You will take charge of lodging tax returns, managing ATO correspondence, and preparing financial packages, while benefiting from comprehensive training, buddy guidance, and a collaborative culture that supports career development.

Qualifications

• Experience in a similar administration role is highly regarded.
• Proficiency with the Microsoft Office suite.
• Excellent written and verbal communication skills.
• High attention to detail and strong time management.

Responsibilities

• Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages.
• Invoicing and WIP management while communicating with advisors, partners, and corporate staff to deliver client service.
• Communicate with accountants, partners and staff to ensure service delivery for client requests.
• Relief reception duties.

Skills

Administration

Microsoft Office

Communication

Team player

Time management

Tools

Microsoft Office

Job description

The Opportunity

We are looking for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Norwest. The ideal candidate will be highly motivated, prepared to work in the office full-time, and ready to provide excellent client service.

Your role, your contribution!

• Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages
• 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
• Relief reception duties

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

• Experience in a similar administration role is highly regarded
• Demonstrated proficiency using the Microsoft Suite
• Exceptional phone manner and front of house expertise to deliver outstanding customer service and create a welcoming environment
• 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 NewZealand. 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.