Client Services Officer

Behind every smooth-running accounting team is someone keeping the admin, the invoicing, and the client coordination on track. We're looking for that person to join our Hawke's Bay team.

We're seeking a permanent, full-time Client Services Officer to join our Accounting and Tax team, based 2 days a week in Hastings and 3 days a week in Waipukurau. This role suits an enthusiastic professional who takes pride in delivering high-quality service.

Your role and contribution

• Provide front-of-house reception, warmly greeting clients and visitors, answering incoming calls, and managing the front desk
• Manage day-to-day administrative tasks including printing, filing, scanning, ordering supplies, mail, and liaising with building and property managers on maintenance

• Coordinate client meetings and prepare financial documentation

• Take ownership of invoicing and Work in Progress (WIP) management

• Liaise with Advisers, Partners, and staff to support client requests and service delivery

• Ensure client tasks across the region meet internal and external standards

• Provide general support to the team, including file creation and database management

Benefits of joining the team

• Recognition and rewards for high performance
• A supportive and collaborative work environment
• Health insurance, staff benefits and more

What you bring to the role

• Proven administration experience with strong attention to detail
• Proficiency in the Microsoft Office suite, including Outlook, Teams, Word, and Excel
• Exceptional communication skills and a professional phone manner
• Strong organisational and time management skills with the ability to multitask
• A positive, collaborative attitude and a willingness to develop new skills

If this sounds like a good fit — apply now, we'd love to hear from you.

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 building 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've donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has contributed over 9,000 volunteer hours, making a real difference through personal engagement.
• For you: we focus on developing our people first. With structured training and development opportunities, we help our people grow their careers in a way that sets them up for success — including support for external study relevant to your role.
• For our customers: together, we 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 and 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.