Client Services Officer

Work Initiatives; Townsville City; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Career development

Recognition program

Collaborative culture

Buddy training

Job summary

Findex in Townsville is seeking a proactive Client Services Officer to join our SMSF team on a 12‑month max-term contract, with flexible options for full-time or part-time work to suit the right candidate.

You will handle diverse administrative tasks, lodge tax returns, manage ATO correspondence, prepare financial packages, and ensure excellent client service while coordinating with advisors and staff. Training and career development are emphasised within a collaborative culture.

Qualifications

• Proficient with the Microsoft Office suite.
• Excellent phone manner and admin/customer service expertise.
• 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

• Lodge tax returns and manage ATO correspondence, and prepare financial packages.
• Attend to ASIC requirements, and assist with new entity establishments.
• Process orders for legal SMSF documents.
• Invoicing and WIP management; liaise with advisors, partners and staff to deliver client service.
• Database entry and management as directed.
• General admin tasks: printing, filing, scanning, mail, faxes and general correspondence.
• Relief receptionist duties as required.

Skills

Microsoft Suite

Phone manner/admin CS

Team player

Written and verbal comms

Attention to detail/time mgmt

Tools

Microsoft Office

Job description

We are looking for a proactive and enthusiastic Client Services Officer to join our SMSF team in Townsville. This 12-month max-term contract, flexible to be full-time or part-time for the right candidate.

Your role, your contribution!

• Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages
• Attend to ASIC requirements, along with new entity establishments
• Processing of orders for legal documents associated with SMSFs
• Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service
• Database entry and management, as directed
• General ad-hoc administrative support as required such as printing, filing, scanning, incoming/outgoing mail, faxes and general correspondence
• Relief receptionist duties as required

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

• Demonstrated proficiency using the Microsoft Suite
• Exceptional phone manner and admin/customer service expertise to deliver outstanding client service
• 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 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.