Teams at Findex

Serve as the client-facing representative for a small financial planning team: build client relationships, handle inquiries and same-day requests, coordinate team workflow using Findex systems, manage investment platform tasks, and support the Team Leader to deliver timely financial planning outcomes.

Lead and execute external audits across diverse clients, perform audit procedures, shape audit strategy and timetables, prepare reports and management letters, manage and mentor audit teams, ensure compliance with Australian auditing and accounting standards, and build strong client relationships.

Perform standard external auditing tasks for a diverse client portfolio, ensure timely and accurate completion of audit engagements, build client relationships, and develop professionally within a supportive team environment.