Client Concierge & Receptionist – Financial Services

International Search Partners; Dubbo; On-site; AUD 45,000 - 60,000; Full time

Job summary

International Search Partners is recruiting on behalf of a boutique financial planning practice based in Dubbo, NSW. As Receptionist, you will shape the first impression for clients and support the day-to-day operations of the practice.

You will welcome clients, answer calls, manage appointments, handle correspondence, maintain records, and assist advisers with administrative tasks. The role suits someone who is organised, discreet, and enjoys delivering exceptional service in a professional

Qualifications

• Experience in reception, administration or client-facing roles is advantageous.
• Familiarity with financial services is a plus (not essential).

Responsibilities

• Welcoming clients and visitors in a friendly and professional manner.
• Answering and directing telephone calls.
• Managing appointments and meeting room bookings.
• Responding to client enquiries and providing general administrative assistance.
• Maintaining client records and ensuring information is handled accurately and confidentially.
• Supporting Financial Advisers and the broader team with administrative tasks.
• Assisting with office coordination and general reception duties.
• Providing an exceptional level of service to clients.

Skills

Customer service

Organisation

Communication

Tech savviness

Education

High school diploma

Tools

MS Office

CRM software

Job description

International Search Partners is recruiting on behalf of a boutique financial planning practice based in Dubbo, NSW. As Receptionist, you will shape the first impression for clients and support the day-to-day operations of the practice.

You will welcome clients, answer calls, manage appointments, handle correspondence, maintain records, and assist advisers with administrative tasks. The role suits someone who is organised, discreet, and enjoys delivering exceptional service in a professional