Client Services Coordinator

Description:

Job Description Collaborative, supportive social team - come join us! Do you want to love where you work? Internal progression first mindset - build your career Findex is building a workplace that is unrestrained by geography and hierarchy. A workplace that is connected through technology. A workplace that values your needs and allows you to be the best version of yourself. Day to day, you will be supporting our North-West Coast Business Advisory team which includes Partners, Managers, Accountants, and the Client Services team. You will be responsible for ensuring all work passes through our workflow management system from start to finish. Occasional travel between Burnie, Devonport and Smithton may be required but you will predominately be based in one of these three offices.
What will your typical week look like?
Key liaison between Advisor Support, Advisory Services and Client Services Monitor workflow and capacity of all staff Maintain our workflow management database Job allocations Drive group KPI's to ensure turnaround and productivity targets are achieved Prepare and circulate weekly reporting Chair a variety of weekly meetings Assist with prioritisation of work Communicate with clients and assisting with their queries Liaise and manage cross office work-sharing More about the perks Career development and ongoing training support Health insurance discounts Employee Assist Program access supporting a healthy work-life balance Access to Reward & Recognition Benefits program Comprehensive training including a dedicated buddy Let's talk about you! You are someone with.....
Strong stakeholder management skills and adept at building positive working relationships Previous experience managing a team or allocating workloads A genuine team player attitude and willingness to learn High attention to detail and excellent time management skills A proactive mindset, enjoys a challenge and takes ownership of their work More about Findex 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?
Apply now - we can't wait to hear from you! Please note, you will be directed to our careers page to apply.
Please note:
Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.