At a Glance
- Tasks: Deliver exceptional client service and manage administrative tasks in a dynamic team.
- Company: Join Findex, a leading provider of integrated accounting and advisory solutions.
- Benefits: Enjoy recognition, ongoing training, and a supportive team environment.
- Other info: Be part of a community-focused company dedicated to giving back.
- Why this job: Make a real impact while building a rewarding career in financial services.
- Qualifications: Experience in client-facing roles and strong communication skills are preferred.
The predicted salary is between 40500 - 49500 $ per year.
We are seeking a proactive and enthusiastic Client Services Officer to join our Accounting & Tax team in Hamilton. 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 part-time permanent position based in the office Mon-Fri and requires some ad hoc Reception support.
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.
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.
Client Services Officer in Hamilton employer: Findex
Findex is an exceptional employer that prioritises the growth and development of its employees, offering structured training and clear pathways to management roles. Located in Geelong, our vibrant work culture fosters collaboration and mentorship, allowing you to build strong client relationships while making a meaningful impact in the community through initiatives like the Findex Community Fund. Join us to be part of a supportive team that values diversity and empowers you to excel in your career.
