Client Services Officer (Finance & Administration)

Melbourne | Permanent Full-Time | $70,000 ~ $80,000

About Us

With over 35 years of success, we are Australia’s leading provider in the salary packaging and novated leasing sector. With an excellent reputation with some of Australia’s most prestigious employers as long-time clients, we’ve built a strong culture of growth, stability, and opportunity. We have low staff turnover, excellent job security, and a proven track record of promoting talent from within — in fact, 80% of our current Executive team have been promoted from within.

The Role

We are seeking a detail-oriented and reliable Client Services Officer to join our Finance team. Reporting directly to the Financial Controller, this is a structured, hands-on role designed for someone early in their career with strong administrative and numerical skills.

You will take ownership of core finance and administration processes that underpin our operations, working with precision and accountability. This is not a client-facing position, but one that plays a critical part in ensuring smooth financial processing, compliance, and reporting across the organisation.

Key Responsibilities

Process daily banking transactions and manage payment bounce backs.

Monitor and manage payfile arrears and lease arrears.

Validate payroll files to ensure accuracy and compliance.

Reconcile invoices and process superannuation bulk clearing.

Manage ad hoc invoicing and support finance reporting needs.

Perform data cleansing and other reconciliations.

Coordinate file rollovers and assist with scheduled reporting.

Maintain structured workflows with calendars and checklists.

About You

Strong administrative skills with a passion for working with numbers.

High attention to detail, reliability, and accountability for your work.

Quick learner who can consolidate and analyse data from multiple sources.

Confident communicator with the ability to work with a range of internal and external stakeholders and adjust approach to suit different audiences.

Intermediate Microsoft Excel skills (pivot tables, lookups, formatting).

Professional presentation and strong organisational ability.

Financial qualifications or an interest in pursuing CA/CPA accreditation (desirable).

Knowledge of tax laws such as FBT is advantageous.

What We Offer

Starting salary range: $70,000 - $80,000 with annual reviews.

Flexible working: 2 days WFH following successful 6-month probation.

Career development: CA/CPA mentorship and training sponsorship available.

Growth opportunities: Pathways in Finance, Operations, Marketing, Sales, or Technology.

Culture & team: Quarterly fully paid staff events, supportive environment, and collaborative team.

Location: Modern offices located in the heart of “Silicon Yarra” in Cremorne surrounded by cafés, boutiques, tram/train routes including Richmond Station and on the doorstep of Melbourne’s unrivalled sporting precinct.

Security: Join a highly profitable business with excellent job stability.

How to Apply

If you are ready to start or grow your career in financial services with a supportive and successful organisation, apply now with your resume and cover letter.

Applications close Friday 24th October.