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Jobs at Findex (Now Hiring) — 13 open

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Client Services Officer

Dalby, Queensland, Australia · On-site

Entry level

We are looking for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Dalby. The ideal candidate will be highly motivated, prepared to work in the office full-time, and ready to pr…

Skills: Microsoft Suite, Customer Service, Accounting Administration, Written Communication, Verbal Communication

Findex logoFindex

Bookkeeper

Burnie, Tasmania, Australia · On-site

Entry level

At Findex, we are looking for a Bookkeeper to join our team in Burnie in a permanent, full-time role! Weekly travel to our Smithton office will also be required (travel costs fully reimbursable). What will your typical w…

Skills: Bookkeeping, Xero, MYOB, Microsoft Excel, Microsoft Word

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Corporate Receptionist

Brisbane, Queensland, Australia · On-site

Mid level

The Opportunity Findex is seeking an experienced and polished Corporate Receptionist to join our Brisbane CBD office in a part-time, onsite, permanent role. As the welcoming face of our firm, you will be the first point …

Skills: Customer Service, Corporate Hospitality, Office Administration, Stakeholder Management, Problem Solving

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Client Associate

Brisbane, Queensland, Australia · Hybrid

Mid level

Join our Financial Planning team at Findex as a Client Associate! This is a permanent, full-time position based in Brisbane. The Client Associate is the client facing representative for a small team of Advisers for the p…

Skills: Client Services, Financial Planning Process, Investment Platforms, Relationship Management, Workflow Management

Findex logoFindex

Client Services Officer

Goondiwindi, Queensland, Australia · On-site

Entry level

We are looking for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Goondiwindi. The ideal candidate will be highly motivated, prepared to work in the office full-time, and ready…

Skills: Microsoft Suite, Customer Service, Phone Manner, Written Communication, Verbal Communication

Findex logoFindex

Senior Auditor

Coffs Harbour, New South Wales, Australia · On-site

Mid level

Are you a client-focused external audit professional who loves building lasting relationships and delivering audits of the highest quality? At Crowe Australasia, you will join a high-performing team that values excellenc…

Skills: External Audit, Australian Auditing Standards, Australian Accounting Standards, CaseWare Working Papers, Financial Statements

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Financial Adviser

Brisbane, Queensland, Australia · Hybrid

Senior

Are you a motivated, client-focused Financial Adviser ready to step into an established client portfolio and make it your own? We're seeking an experienced professional to provide strategic financial planning and investm…

Skills: Financial Planning, Investment Advice, Relationship Management, Stakeholder Management, SMSF Knowledge

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Operations Manager - Hunter Ag

Hastings, Hawke's Bay, New Zealand · On-site

Senior

Do you like being out on the job? Are you the kind of person who gets things moving, backs their team, and rolls their sleeves up when it counts? Keep reading, this could be your next move. Hunter Ag Services is a busy a…

Skills: Team Leadership, Agricultural Machinery Operation, Cultivation, Spraying, Health and Safety Compliance

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Client Associate

Melbourne, Victoria, Australia · Hybrid

Mid level

Join our Financial Planning team at Findex as a Client Associate! This is a permanent, full-time position. We are open to the successful person being based anywhere in Australia where we have an office. The Client Associ…

Skills: Client Services, Financial Planning Process, Investment Platforms, Relationship Management, Workflow Management

Findex logoFindex

Client Manager / Senior Client Manager - Business Advisory

Inverell Shire Council, New South Wales, Australia · On-site

Senior

Are you an experienced Business Advisory Manager or Senior Manager in public practice ready for a new challenge? Join our Inverell team and enjoy exposure to varied and complex portfolios, supporting SME businesses with …

Skills: Client Portfolio Management, Business Advisory, Financial Statement Review, Tax Compliance, Strategic Business Advice

Findex logoFindex

Senior Auditor

Melbourne, Victoria, Australia · Hybrid

Mid level

Are you a client-focused external audit professional who loves building lasting relationships and delivering audits of the highest quality? At Crowe Australasia, you will join a high-performing team that values excellenc…

Skills: External Audit, Australian Auditing Standards, Australian Accounting Standards, CaseWare Working Papers, Financial Statements

Findex logoFindex

Auditor

Pakenham, Victoria, Australia · On-site

Mid level

Are you an external auditor ready to take your career to the next level? Join Crowe Australasia’s high-performing team and work with a dynamic client portfolio in an environment that supports learning, collaboration and …

Skills: External Auditing, Australian Auditing Standards, Accounting Standards, Business Acumen, Team Leadership

Findex logoFindex

Cadet - External Audit, Albury

Albury, New South Wales, Australia · On-site

Entry level

A unique paid cadet program for Year 12 leavers, with no university required. Build a future in audit and professional services from day one. February 2027 start, based in Albury NSW, over a 12-month program. You’ve fini…

Skills: External Audit, Financial Reporting, Risk and Assurance, Business Acumen, Client Communication

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Client Services Officer

Findex

Dalby, Queensland, Australia • On-site

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Entry level

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  • Full-time
  • Career Development, Ongoing Training Support, Reward & Recognition Benefits Program, Collaborative Work Culture, Dedicated Buddy System, Support For External Studies
  • Posted 1d ago
  • ~40 hrs/week

Responsibilities

The role involves managing diverse administrative tasks such as lodging tax returns, handling ATO correspondence, and preparing financial packages. Additionally, the officer is responsible for invoicing, WIP management, and providing high-quality client service and reception support.

Requirements

Candidates should be proficient in the Microsoft Suite and possess exceptional communication and customer service skills. Experience in accounting administration is highly regarded, along with strong time management and attention to detail.

Full job description

We are looking for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Dalby. The ideal candidate will be highly motivated, prepared to work in the office full-time, and ready to provide excellent client service.

 

Your role, your contribution!

  • Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages
  • 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
  • Relief reception duties

 

The benefits of joining us! 

  • Exciting career development and ongoing training support
  • Be part of our Reward & Recognition Benefits program, celebrating outstanding performance
  • Experience a positive and collaborative work culture that fosters innovation and teamwork
  • Comprehensive training with a dedicated buddy to guide you.


What you bring to the role

  • Demonstrated proficiency using the Microsoft Suite
  • Exceptional phone manner and customer service expertise to deliver outstanding customer service and create a welcoming environment
  • Experience in Accounting administration is highly regarded
  • 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.

Related keywords

Business AdvisoryTax ReturnsATO CorrespondenceFinancial PackagesInvoicingWIP ManagementAccounting AdministrationMicrosoft SuiteClient ServicesWealth SolutionsFamily OfficeIntegrated Accounting

About Findex

LinkedInVisit site

Your Story is Our Business

Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Melbourne, Victoria
LinkedIn followers
29,803

We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.

Offices: Level 23, 600 Bourke Street, Melbourne, Victoria 3000, AU · 188 Quay Street, Level 29, Auckland, AUK 1010, NZ · 4/1 Show Place, Level 1, Christchurch, Canterbury 8024, NZ · 57 Willis Street, Level 1, Wellington, WGN 6011, NZ · 35 Grey Street, Level 4, Tauranga, 3110, NZ

Wealth ManagementAccountingLendingGeneral InsuranceRisk ProtectionTax AdviceAuditSmall BusinessAgribusinessAdvisory
View all jobs at Findex

About Findex

LinkedInVisit site

Your Story is Our Business

Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Melbourne, Victoria
LinkedIn followers
29,803

We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.

Offices: Level 23, 600 Bourke Street, Melbourne, Victoria 3000, AU · 188 Quay Street, Level 29, Auckland, AUK 1010, NZ · 4/1 Show Place, Level 1, Christchurch, Canterbury 8024, NZ · 57 Willis Street, Level 1, Wellington, WGN 6011, NZ · 35 Grey Street, Level 4, Tauranga, 3110, NZ

Wealth ManagementAccountingLendingGeneral InsuranceRisk ProtectionTax AdviceAuditSmall BusinessAgribusinessAdvisory
View all jobs at Findex

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