Description
Our Self-Managed-Super-Fund (SMSF) team in Dubbo is looking for a motivated and people focused individual to join the team as a Client Services Administrator on a permanent, full-time basis.
As an SMSF Client Services Administrator you will be part of a close-knit and supportive team with a focus on innovation and collaboration. You will be helping our team manager and partners by doing a variety of compliance and administrative tasks to make sure our clients and our team are well taken care of.
What will your typical week look like?
You will provide support and complete both compliance and administrative tasks, ensuring they are delivered effectively and efficiently. We focus on looking after our clients and our people.
* Assist in compiling of tax returns & financial statements
* Preparing and checking reports; preparing client service agreements, client invoicing
* Ensure timely completion of all client related tasks in their local office or designated region, meeting internal and external service standards
* File creation, database entry and management
More about the perks
* Flexible work arrangements and varied work experiences
* Clear and supportive career progression opportunities
* Ongoing training and development to support your growth
* Health insurance benefits to help keep you healthy and happy
Let's talk about you
You are someone with…..
* Strong attention to detail with the ability to stay organised and manage priorities
* Clear and confident communication skills, with a friendly and approachable manner
* Familiar with Microsoft Office programs, including Outlook, Word, Excel and Teams
* A reliable team player with a positive attitude and willingness to learn
Let's talk about our team
* Collaborative team that values diversity and inclusivity
* Supportive work environment with opportunities for career growth and development
* Strong client-centric focus and commitment to providing excellent service
* Experience a dynamic and rewarding career with Findex
ABOUT US:
Why Findex? #writeyournextchapter
At Findex we are passionate about what we do and how we do it. Are you a big and bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first and embraces teamwork? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?
If this sounds like you, we look forward to meeting you. Apply now
PLEASE NOTE:
Only candidates with valid working rights within Australia/New Zealand (in which this position is based) will be considered.
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.
Note for Recruitment Agencies:
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.