Graduate Client Services Receptionist | Training & Growth

International Search Partners; Dubbo; On-site; AUD 52,000 - 68,000; Full time

Job summary

Our client, a boutique financial planning practice in Dubbo, seeks a Receptionist with administrative skills or a Graduate for a long-term career path, based at the front office to warmly welcome clients and support advisers.

You will manage appointments, answer calls, handle correspondence, maintain client records confidentially, and provide general admin support to the team, with training and study support offered. This role offers a clear path to a rewarding career in financial planning.

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 the Financial Advisers and broader team with administrative tasks
• Assisting with office coordination and general reception duties
• Providing an exceptional level of service to our clients

Job description

Our client, a boutique financial planning practice in Dubbo, seeks a Receptionist with administrative skills or a Graduate for a long-term career path, based at the front office to warmly welcome clients and support advisers.

You will manage appointments, answer calls, handle correspondence, maintain client records confidentially, and provide general admin support to the team, with training and study support offered. This role offers a clear path to a rewarding career in financial planning.