Client Services Officer

The Opportunity

Are you a proactive, enthusiastic people person who thrives on keeping things running smoothly? We are seeking a Client Services Officer to join our SMSF team in Dubbo. This full-time, office-based, 12-month max-term contract is a great opportunity to build your skills with a leading provider of accounting and financial services.

Your role, your contribution!

• Own a varied mix of administration, from lodging tax returns and managing ATO correspondence to preparing financial packages

• Keep ASIC requirements on track and set up new entities

• Process orders for SMSF legal documents

• Manage invoicing and WIP, working closely with advisers, partners and corporate staff

• Back up accountants, partners and colleagues so they can respond to client requests with confidence

The benefits of joining us!

• Real career development with ongoing, structured training and a dedicated buddy beside you from day one

• Recognition for great work through our Reward and Recognition Benefits program

• A collaborative culture where teamwork and new ideas thrive

• Study support for external qualifications relevant to your role

• Locally connected in Dubbo with the backing of a national firm

• Meaningful community impact through the Findex Community Fund

What you will bring to the role:

• Confident use of the Microsoft Suite

• A great phone manner and admin or customer service experience

• A friendly, helpful, team-first attitude

• Excellent written and verbal communication skills

• A sharp eye for detail and strong time management

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.