Client Services Officer

We are seeking a proactive and enthusiastic Front of House/Client Services Officer to join our Accounting & Tax team in Colac. This is a pivotal role suited to a highly motivated professional who takes pride in delivering exceptional reception and client service support.

Please note: This is a full-time permanent position based in the office Mon-Fri. 
Your role, your contribution! 
•    Welcoming clients and managing incoming calls, responding to enquiries and coordinating appointments to ensure seamless service delivery.
•    Liaising with advisors, partners and team members to support efficient and high-quality client outcomes.
•    Managing a broad range of administrative tasks, including lodging tax returns, handling ATO correspondence and coordinating office supplies.
•    Supporting client data management processes, including collating financial statements and tax returns, invoicing, WIP management, liaising with the ATO on various matters and document management.
What you bring to the role:
•    Demonstrated experience in a client-facing role (financial services industry highly regarded but not mandatory).
•    Excellent written and verbal communication skills
•    Strong multitasking and time management abilities
•    Excellent proficiency in the Microsoft Office Suite

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.