Client Services Coordinator

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...