Description
Our friendly SMSF Team in Devonport is looking for a Client Services Administrator for an immediate start
You will be helping the team with a variety of administrative tasks to ensure they remain on track with providing the best possible service to our valued clients
Your role, your contribution
* Complete diverse administrative tasks, from mail and correspondence to lodging tax returns.
* Offer general support to the SMSF Team including efficient database entry and management.
* Provide administrative support with client related tasks, including collation of financial accounts and tax returns, client service agreements and other documents.
* Maintain accurate client records and compliance files
The benefits of joining us
* 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
What you will bring to the role
* 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.
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.