Description 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&43; 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.
