Client Services Coordinator

1 week ago

Te Awamutu, New Zealand Findex Full time

Provide support and complete administrative tasks for the Accounting & Tax team. Grow your career and enjoy working with a professional, supportive team.

**The Opportunity**

If you are an energetic and motivated person who enjoys a fast-paced work environment, why not consider joining our fun, collaborative team of professionals.

Findex is the largest provider of accounting, audit, tax, business and financial advice to individuals, small and medium enterprises in Australasia. We pride ourselves on an integrated service offering, giving our clients the peace of mind that comes with knowing their financial and lifestyle goals are being looked after

**What will your typical week look like?**

Day to day, you will provide support and complete administrative tasks for the Accounting & Tax team, as well as supporting the other administrators and team members in our offices, ensuring they are delivered effectively and efficiently, ensuring a high level of customer care and a people-centric approach.
- Managing client data, checking reports including timesheets, billings and expenses; AML compliance, preparing client service agreements and collection of information Invoicing and WIP Management
- Providing diary assistance, expenses, travel bookings, preparation of agenda’s, taking minutes, compiling documents, presentations and reports
- Administrative data entry, so attention to detail is essential
- Perform reception duties and liaise with incoming clients, face to face and on the phone.
- Communicate effectively and timely with advisers, partners, and corporate staff
- Be an active contributor to the Client Services team to ensure exceptional client service is provided
- Ensure all client related tasks in our local office or designated region are completed in accordance with SLAs and regulation standards

**More about the perks**
- Competitive salary & an inclusive working environment.
- Clear career development pathway and ongoing training support
- Health insurance and lifestyle benefits

**Let’s talk about you**
- Proven office administration experience
- Competency in Microsoft Suite, including Outlook, Teams, Words and Excel
- Excellent client and stakeholder relationship skills
- A genuine team player attitude and willingness to learn and develop
- Excellent written and verbal communication skills
- High attention to detail and excellent time management skills
- Well organised with the ability to multi-task and be adaptable to change

**Let’s talk about our team**
- Close-knit, supportive and collaborative team
- Work alongside and be mentored by industry-leading professionals, with access to industry-leading learning and development designed to accelerate your development.
- Supportive team with active social calendar and reconnection days

**Why Findex? **_#writeyournextchapter _**

With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

**Next Steps?**

**Please note**:

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