Accounting Admin & Client Services Specialist

Findex; Hastings; On-site; NZD 50,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Staff benefits

Job summary

Findex is seeking a permanent, full-time Client Services Officer to join our Accounting and Tax team in Hawke's Bay, based 2 days a week in Hastings and 3 days a week in Waipukurau. You will deliver high-quality front-desk service and administrative support for our clients.

You’ll coordinate meetings, handle invoicing and WIP management, and liaise with Advisers, Partners, and staff to ensure smooth service delivery across the region. A proactive, detail‑oriented communicator will thrive here.

Qualifications

• Proven administration experience with strong attention to detail.
• Excellent communication skills and professional phone manner.
• Strong organizational and time management abilities.
• Proficient in Microsoft Office suite (Outlook, Teams, Word, Excel).

Responsibilities

• Provide front-of-house reception, greeting clients and visitors, answer calls, and manage the front desk.
• Handle day-to-day admin tasks: printing, filing, scanning, ordering supplies, mail, and liaison with building managers.
• Coordinate client meetings and prepare financial documentation.
• Take ownership of invoicing and Work in Progress (WIP) management.
• Liaise with Advisers, Partners, and staff to support client requests and service delivery.
• Ensure client tasks across the region meet internal and external standards.
• Provide general support including file creation and database management.

Skills

Admin experience

Attention to detail

Communication

Time management

Organizational skills

Tools

Outlook

Teams

Word

Excel

Job description

Findex is seeking a permanent, full-time Client Services Officer to join our Accounting and Tax team in Hawke's Bay, based 2 days a week in Hastings and 3 days a week in Waipukurau. You will deliver high-quality front-desk service and administrative support for our clients.

You’ll coordinate meetings, handle invoicing and WIP management, and liaise with Advisers, Partners, and staff to ensure smooth service delivery across the region. A proactive, detail‑oriented communicator will thrive here.