Teams at Findex

Supports financial planning clients by onboarding accounts, preparing and implementing advice documents, maintaining accurate records, processing investment transactions, and liaising with financial institutions. Works closely with advisers, partners, and client services teams to ensure timely, accurate completion of client requirements. The role offers hybrid work, training, career development, and a nine-day fortnight.

Prepare financial statements and income tax returns for individuals, partnerships, trusts, and companies. Provide accounting, tax, budgeting, cash-flow forecasting, KPI dashboard, management reporting, virtual CFO, and finance back-office support. The role requires client service, accuracy, workload prioritization, and collaboration, with opportunities for CA/CPA development and career progression.

Provides administrative and client service support to the SMSF team, including tax return lodging, ATO correspondence, financial package preparation, ASIC compliance, entity establishment, legal document orders, invoicing, and WIP management. The role involves coordinating with accountants, advisors, partners, and corporate staff to fulfill client requests and deliver responsive service.