Job Description

Ready to join a high-performing team where your coordination, organisation and stakeholder skills will make a real impact? As a Client Services Co-ordinator at Findex, you’ll play a key role in delivering exceptional administrative and operational support that enables our advisers and accountants to focus on what they do best- supporting our clients.

Your role, your contribution!

• Coordinate end-to-end client administrative workflows, ensuring tasks are completed in line with internal service standards and turnaround times

• Liaise with clients, ATO and other regulatory bodies to manage lodgements, information requests and onboarding/offboarding activities

• Prepare client correspondence, reports, job in/out for signing processes and billing/WIP support

• Maintain accurate database, document and task management across multiple systems

• Provide broader office and team support including reception relief, meeting coordination, events and facilities administration

The benefits of joining us!

• A collaborative and supportive Client Services team environment

• Exposure to a variety of service lines and stakeholders across the business

• Ongoing learning, development and career progression opportunities

• The chance to be part of a nationally recognised professional services firm

What you will bring to the role:

• Intermediate to advanced Microsoft Office skills and strong system navigation capability

• Exceptional organisation and time management skills with high attention to detail

• Strong communication skills and confidence liaising with clients, regulators and internal stakeholders

• Proven ability to mentor junior team members and work collaboratively in a team environment

• A proactive, solutions-focused approach with the ability to manage multiple priorities

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. 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.