Senior Advisor, New Zealand

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Findex NZ

Client Services Coordinator

  • Posted 4w ago
  • On Site
  • Full Time
Location

Te Awamutu

Job Description

Are you an energetic, highly motivated professional who thrives in a fast-paced environment? Do you have a knack for multitasking and a passion for delivering exceptional service? If so, we have the perfect opportunity for you!

We’re looking for a proactive, detail-oriented individual to join our collaborative team of professionals. In this role, you'll be the face of our business—greeting clients, managing a busy front desk, and ensuring seamless day-to-day operations.

What will your typical week look like?

  • Perform reception duties and liaise with clients in person and over the phone.
  • Manage client data and review reports, including timesheets, billings, and expenses.
  • Oversee AML compliance, prepare agreements, process invoices, and manage WIP.
  • Provide diary management, book travel, prepare agendas, take minutes, and compile documents, presentations, and reports.
  • Supporting the advisers, partners, and corporate staff with day-to-day administration duties to ensure the smooth running of the office.
  • Contribute to the Client Services team to ensure exceptional client service and compliance with SLAs and regulations.


Benefits on offer

  • Competitive salary + fully paid health insurance.
  • Clear career development pathway and ongoing training support.
  • Staff buying discounts, study support and more.


Let’s talk about you!

  • Proven experience in office administration with strong organisational skills.
  • Proficiency in Microsoft Office Suite, including Outlook, Teams, Word, and Excel.
  • Strong communicator with the ability to build effective client and stakeholder relationships
  • A detail-oriented multitasker with strong time management skills, adaptability, and initiative.
  • A collaborative team player with a proactive mindset and eagerness to learn.


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

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.

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 working rights within Australia/New Zealand (in which this position is based) will be considered.

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.

Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

Hard Skills Required

  • Office Administration
  • Microsoft Office Proficiency
  • Data Management
  • Compliance Knowledge
  • Report Preparation

Soft Skills Required

  • Communication
  • Multitasking
  • Time Management
  • Adaptability
  • Teamwork

Benefits and Perks

  • 🤱
    Extended Parental Leave
  • 📆
    Paid Volunteer Leave
  • 🏘
    Work from Home
  • 🧕
    Inclusive Workspace
  • ❤
    Care and Appreciation
  • ⚖
    Work-Life Balance Support
  • 💸
    Payroll Giving
  • 🏥
    Subsidised Health Insurance
  • 📈
    Professional Development
  • 🎉
    Employee Discounts and Rewards
  • 🎖
    Long Service Rewards
  • 📣
    Referral Bonuses
  • 💻
    Company Supplied Technology
  • ⏰
    Flexible Work

Job Schedule

  • Shift Work
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