Join Findex as a Client Services Officer and work alongside industry professionals who care about making a positive impact
Join Findex as a Client Services Officer and work alongside industry professionals who care about making a positive impact We are seeking an experienced, energetic and motivated individual who can provide administrative support to the team and ensure a high level of customer care.
We are looking for someone who has any client-facing or administrative experience. This is a full-time, onsite, permanent role based in our Geelong office.
Your role, your contribution
* Perform front of house coverage duties such as providing efficient customer services to clients and staff, managing mail, client data and meeting rooms.
* Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence, completing ASIC tasks, and completing trust accounts.
* Administration tasks including database maintenance, APS updates, document management, and client invoicing.
* Providing general administrative support to team members.
The benefits of joining us
* Join a supportive, friendly, and close-knit team
* Supportive onboarding and training opportunities so you can advance your career
* Work with an experienced team of financial services professionals
What you will bring to the role
* Experience in customer services, administration, or any front of house role is highly desirable.
* A genuine team player who has excellent client and stakeholder relationship skills.
* Highly skilled in prioritising and coordinating tasks.
* Previous experience using the Microsoft Suite (Word, Excel, etc.)
If this role sounds like a good fit - Apply now
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 studies that is relevant to their role.
For our Customers - Together, Findex 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 & 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.