Ready to step into a role in Canberra where you’ll support advisers, deliver exceptional client service and play a key role in keeping operations running smoothly? Join our Client Services team and contribute to high-quality outcomes in a collaborative financial services environment. Your role, your contribution! • Deliver professional client service in both written and verbal form while preparing accurately reconciled client review reports for Adviser portfolio reviews • Liaise with fund managers, maintain client portfolios within financial planning software and ensure accurate data and document management • Provide reception and general administrative support, actioning tasks efficiently while maintaining strict confidentiality and compliance standards The benefits of joining us! • Supportive and collaborative team environment • Exposure to financial planning and investment platforms • Ongoing learning, development and career progression opportunities What you will bring to the role: • Experience in Client Services, administration or a similar professional services environment • Strong customer service skills with a client-centric approach • High attention to detail with the ability to follow established processes and manage competing priorities • Strong communication skills and intermediate MS Office capability 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.
