Client Services Officer/Reception (12-Month Max Term Contract)

Findex; City of Devonport; On-site; AUD 65,000 - 75,000; Full time

Benefits offered by this job

Recognition & rewards

Supportive team environment

Training & mentorship

Career development

Job summary

Findex in Devonport (Tasmania) is seeking a proactive Client Services Officer/Receptionist to join the Accounting & Tax team. This full-time, 12-month max term contract is based in the office Monday to Friday, supporting reception and client service delivery.

The role involves welcoming clients, managing calls, coordinating appointments and liaising with advisors to ensure high-quality outcomes, along with a broad range of administrative duties.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client-facing

Communication

Multitasking

Microsoft Office

Tools

Microsoft Office Suite

Job description

Description

We are seeking a proactive and enthusiastic Client Services Officer/Receptionist to join our Accounting & Tax team in Devonport. This is a pivotal role suited to a highly motivated professional who takes pride in delivering exceptional reception and client service support.

This is a full-time 12-month max term contract position based in the office Mon-Fri.

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.