Client Services Coordinator

We are seeking a proactive and enthusiastic Client Services Coordinator to join our Accounting & Tax team in Traralgon on a full-time basis for 6-months. 

This is a pivotal role suited to a highly motivated professional who takes pride in delivering exceptional reception and client service support.

Your role, your contribution!

• Welcoming clients and managing incoming calls, responding to enquiries and coordinating appointments to ensure seamless service delivery.
• Liaising with advisors, partners and team members to support efficient and high-quality client outcomes.
• Managing a broad range of administrative tasks, including lodging tax returns, handling ATO correspondence and coordinating office supplies.
• Supporting client data management processes, including collating financial statements and tax returns, invoicing, WIP management, liaising with the ATO on various matters and document management.

Ready to Apply?

Submit your application today and join our talented team at Findex.

Submit Application