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Client Services Officer

Geelong, Australia
Closing date
Jun 9, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Part Time
Job Description

Our Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a part-time basis (22.5 hours per week).

As an SMSF Client Services Officer you will be part of a close-knit and supportive team with a focus on innovation and collaboration. You will be helping our team manager and partners by doing a variety of compliance and administrative tasks to make sure our clients and our team are well taken care of.

What will your typical week look like?

You will provide support and complete both compliance and administrative tasks, ensuring they are delivered effectively and efficiently. We focus on looking after our clients and our people.

  • Assist in compiling of tax returns & financial statements
  • Preparing and checking reports; preparing client service agreements, client invoicing
  • Ensure timely completion of all client related tasks in their local office or designated region, meeting internal and external service standards
  • File creation, database entry and management

More about the perks

  • 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

Let's talk about you!

You are someone with.....

  • Administration experience with strong attention to detail & ability to prioritise
  • Effective communication and interpersonal skills, with confidence in dealing with clients and stakeholders
  • Competency in Microsoft Suite, including Outlook, Teams, Word and Excel.
  • A genuine team player, with a friendly and helpful attitude

Let's talk about our team

  • Collaborative team that values diversity and inclusivity
  • Supportive work environment with opportunities for career growth and development
  • Strong client-centric focus and commitment to providing excellent service
  • Experience a dynamic and rewarding career with Findex!

Let's talk about you!

You are someone with.....

  • A degree in HR or similar (preferred)
  • A minimum of 18 months experience within a similar HR role
  • Excellent written and verbal communication skills
  • Demonstrated ability to work with multiple computer programs, effectively manage time and prioritise tasks and responsibilities to meet deadlines

Why Findex? #writeyournextchapter

We attract, retain and promote people who share a sense of purpose and belonging. And we come together to achieve amazing outcomes for our clients and communities. Write your next chapter with Findex where you can grow your career with us from anywhere and be empowered to work in a way that best meets your needs and those of your team and stakeholders.

Next Steps?

Apply now - we can't wait to hear from you! Please note, you will be directed to our careers page to apply.

Please note:
Only candidates with valid work rights within Australia will be considered.

This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

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