Client Services Officer

We are looking for a proactive and enthusiastic Client Services Officer to join our team in Launceston.

The ideal candidate will be highly motivated, prepared to work in the office full-time and ready to provide excellent client service.

Your role, your contribution!

• Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages.
• Attend to ASIC requirements, along with new entity establishments.
• Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service.
• Communicate with advisors, partners and staff to ensure exceptional service delivery to support them in servicing client requests. The benefits of joining us!
• Exciting career development and ongoing training support.
• Be part of our Reward & Recognition Benefits program, celebrating outstanding performance.
• Experience a positive and collaborative work culture that fosters innovation and teamwork.
• Comprehensive training with a dedicated buddy to guide you. What you bring to the role
• Demonstrated proficiency using the Microsoft Suite.
• Ability to deliver outstanding customer service and contribute to a welcoming environment.
• A genuine team player with a friendly and helpful attitude.
• Excellent written and verbal communication skills.
• High attention to detail and strong time management skills. 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.