Receptionist/Client Services Officer or Graduate

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

Our client is a boutique financial planning practice based in Dubbo, who is committed to providing high-quality, personalized financial advice to both new and existing clients. The practice is renowned for building genuine, long-term relationships with clients and is seeking to appoint a new experienced Receptionist with administrative skills or a Graduate seeking a long-term career path.

The role will be based at the front office, where you will be the first point of contact for clients, providing a warm and professional welcome while supporting the Financial Advisers and wider team with various administrative tasks required to deliver timely financial advice.

This opportunity could suit someone who is looking to build a career within Financial Planning, with the opportunity to develop their knowledge and experience through ongoing training, mentoring, and support within the practice.

Key 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 correspondenceMaintaining 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

About you

• Warm, friendly and genuinely enjoys helping people
• Professional, polished and confident when dealing with clients
• Highly organized with excellent attention to detail
• Reliable and able to manage competing priorities
• A strong communicator with a positive attitude
• Comfortable working with technology and learning new systems
• Discreet and respectful when handling confidential client information
• A team player who is willing to pitch in and support colleagues
• Previous experience in reception, administration, financial services, professional services or a client-facing role will be highly regarded
• Experience within Financial Planning is advantageous but not essential

If you are career minded, this role offers an opportunity to develop your skills, gain valuable experience in financial planning and build a long-term career pathway. Training is provided along with study support; income is flexible and according to experience.