Front Desk & Client Services – Finance Career Path

International Search Partners; Dubbo; On-site; AUD 48,000 - 62,000; Full time

Benefits offered by this job

Training provided

Study support

Flexible income according toexperience

Job summary

Receptionist/Client Services Officer or Graduate role at a boutique financial planning practice in Dubbo. You will be the first point of contact, warmly welcoming clients and supporting advisers with administrative tasks to ensure timely financial advice.

This role offers training, mentoring, and study support with a long-term career path in financial planning; experience in reception, admin or client-facing work is valued, with flexible income according to experience.

Qualifications

• Experience in reception, administration, financial services or client-facing roles is advantageous.
• Training and study support are provided; income is flexible according to experience.

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
• Managing incoming and outgoing correspondence; maintaining client records with confidentiality
• Supporting Financial Advisers and the wider team with administrative tasks
• Assisting with office coordination and general reception duties
• Providing an exceptional level of service to clients

Skills

Warm demeanor

Client service

Strong communication

Organised

Attention to detail

Discretion

Team player

Tech savvy

Education

Graduate

Client-facing experience preferred

Tools

Microsoft Office

Telephone/Reception systems

CRM software

Job description

Receptionist/Client Services Officer or Graduate role at a boutique financial planning practice in Dubbo. You will be the first point of contact, warmly welcoming clients and supporting advisers with administrative tasks to ensure timely financial advice.

This role offers training, mentoring, and study support with a long-term career path in financial planning; experience in reception, admin or client-facing work is valued, with flexible income according to experience.