SMSF Client Services Associate | Part-Time

Findex; Sydney; On-site; AUD 36,000 - 48,000; Part time

Benefits offered by this job

Career development & training

Reward & Recognition program

Collaborative culture

Buddy-guided training

Job summary

Findex in Sydney is seeking a proactive Client Services Officer to join our SMSF team on a part-time, 12-month max-term contract. This office-based role offers the chance to develop with a leading Australasian accounting and financial services provider.

You will handle admin tasks from lodging tax returns to ATO correspondence, attend to ASIC requirements, process orders for legal SMSF documents, and manage invoicing and WIP while delivering excellent client service.

Qualifications

• Demonstrated proficiency using the Microsoft Suite.
• Exceptional phone manner and admin/customer service expertise.
• Excellent written and verbal communication skills.
• High attention to detail and strong time management skills.

Responsibilities

• Take charge of 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.
• Communicate with accountants, partners and other staff to ensure exceptional service delivery to support them in servicing client requests.

Skills

Microsoft Suite

Client service

Communication

Team player

Attention to detail

Time management

Job description

Findex in Sydney is seeking a proactive Client Services Officer to join our SMSF team on a part-time, 12-month max-term contract. This office-based role offers the chance to develop with a leading Australasian accounting and financial services provider.

You will handle admin tasks from lodging tax returns to ATO correspondence, attend to ASIC requirements, process orders for legal SMSF documents, and manage invoicing and WIP while delivering excellent client service.