Client Services Officer

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

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Behind every smooth-running accounting team is someone keeping the admin, the invoicing, and the client coordination on track. We're looking for that person to join our Hawke's Bay team.

We're seeking a permanent, full-time Client Services Officer to join our Accounting and Tax team, based 2 days a week in Hastings and 3 days a week in Waipukurau. This role suits an enthusiastic professional who takes pride in delivering high-quality service.

Your role and contribution

• Provide front-of-house reception, warmly greeting clients and visitors, answering incoming calls, and managing the front desk
• Manage day-to-day administrative tasks including printing, filing, scanning, ordering supplies, mail, and liaising with building and property managers on maintenance

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 to the team, including file creation and database management

Benefits of joining the team

• Recognition and rewards for high performance
• A supportive and collaborative work environment
• Health insurance, staff benefits and more

What you bring to the role

• Proven administration experience with strong attention to detail
• Proficiency in the Microsoft Office suite, including Outlook, Teams, Word, and Excel
• Exceptional communication skills and a professional phone manner
• Strong organisational and time management skills with the ability to multitask
• A positive, collaborative attitude and a willingness to develop new 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 building 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've donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has contributed over 9,000 volunteer hours, making a real difference through personal engagement.
• For you: we focus on developing our people first. With structured training and development opportunities, we help our people grow their careers in a way that sets them up for success - including support for external study relevant to your role.
• For our customers: together, we 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 and 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.