Client Services Officer

Are you a proactive, organised person who enjoys client contact and being part of a team? Join our Business Advisory team in Bathurst in a permanent, office-based position with a leading provider of Accounting and Financial Services.

Full-time hours are preferred, but we also offer flexibility to work around school hours and family commitments. If you take initiative and want to grow your career, this is the role for you!

Your role, your contribution!

- Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages
- Support front desk Receptionist duties, working front of house and dealing with incoming calls, incoming/outgoing mail, greeting clients/visitors, ordering stock
- Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service
- Communicate with accountants, partners and other staff to ensure exceptional service delivery to support them in servicing client requests
- Attend to ASIC requirements, along with new entity establishments

The benefits of joining us!

- Flexible hours that work around school hours and family commitments
- Exciting career development and ongoing training support
- Comprehensive training with a dedicated buddy to guide you
- Be part of our Reward & Recognition Benefits program, celebrating outstanding performance
- A positive, collaborative culture that fosters innovation and teamwork

What you bring to the role

- Demonstrated proficiency using the Microsoft Suite
- Proven customer service experience with an excellent phone manner
- 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. 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.