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

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 close-knit team prides themselves on building genuine, long-term relationships with clients and delivering advice that helps them achieve their financial goals.

As Receptionist, you will play an important role in creating a positive experience for clients and supporting the smooth day-to-day operation of the practice. This is an excellent opportunity for someone who enjoys working with people, takes pride in delivering exceptional service, and wants to build a career within a professional financial services environment.

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 correspondence
• 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

About you

• Warm, friendly and genuinely enjoys helping people
• Professional, polished and confident when dealing with clients
• Highly organised 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 more than just a reception position — it provides the opportunity to develop your skills, gain valuable experience in financial planning and build a long-term career pathway towards becoming a Financial Adviser if desired. Remuneration is competitive and according to experience.