Client Services Officer

We are seeking a proactive and enthusiastic Client Services Officer to join our SMSF Administration & Advisory team in Mildura. This is a pivotal role suited to a highly motivated professional who takes pride in delivering exceptional client service support.

This is a full-time permanent position based in the office Mon-Fri and requires some ad-hoc reception support. 

Your role, your contribution! 

•    Managing a broad range of 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 statements and tax returns, invoicing, client service agreements and other documents.

•    Maintain accurate client records and compliance files

•    Liaising with advisors, partners and team members to support efficient and high-quality client outcomes.

What you bring to the role:

•    Demonstrated experience in an administrative role preferred (financial services industry highly regarded but not mandatory).

•    Excellent written and verbal communication skills

•    Strong multitasking and time management abilities

•    Familiar with Microsoft Office programs, including Outlook, Word, Excel and Teams

•   A reliable team player with a positive attitude and willingness to learn

The benefits of joining us! 

•    Recognition and reward for outstanding performance

•    A supportive and collaborative team environment that values innovation and teamwork

•    Ongoing training and mentorship to support your professional growth

•    The opportunity to build a rewarding and fulfilling career

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 over 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.