Wealth Management Client Services Officer (12-Month)

Ord Minnett Limited; Sydney; On-site; AUD 24,000 - 32,000; Part time

Benefits offered by this job

Career development and training

Reward & Recognition program

Collaborative culture

Structured buddy training

Job summary

Findex is seeking a proactive Wealth Management Client Services Officer in Sydney for a 12-month max-term contract, part-time (2 days per week) and office‑based. You will manage administrative tasks, lodging tax returns, ATO correspondence, ASIC requirements, and invoicing to support our SMSF team and advisers.

This role offers structured training, buddy support, and a collaborative culture. Strong Microsoft Office skills, excellent written and verbal communication, attention to detail, and a

Qualifications

• Strong MS Office and admin skills for tax lodgments and ATO correspondence.
• Exceptional client service and phone manner to support advisers.
• Clear written and verbal communication with colleagues and clients.
• Team player with high attention to detail and time management.

Responsibilities

• Take charge of administrative tasks, including lodging tax returns and ATO correspondence.
• Attend to ASIC requirements and new entity establishments.
• Process orders for SMSF-related legal documents.
• Manage invoicing and WIP while liaising with advisers and staff.
• Communicate with accountants and partners to ensure service excellence.

Skills

Microsoft Suite

Customer service

Administrative support

Written & verbal communication

Teamwork

Time management

Attention to detail

Tools

Microsoft Office

Job description

• What Wealth Management Client Services Officer...

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We are looking for a proactive and enthusiastic Client Services Officer to join our SMSF team in Sydney. This is a part-time (2 days per week) office based, 12-month max-term contract position providing the opportunity to develop and grow with a leading provider of Accounting and Financial Services.

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

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