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.
n
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.
n
Key responsibilities
n
n
- Welcoming clients and visitors in a friendly and professional manner
n
- Answering and directing telephone calls
n
- Managing appointments and meeting room bookings
n
- Responding to client enquiries and providing general administrative assistance
n
- Managing incoming and outgoing correspondence
n
- Maintaining client records and ensuring information is handled accurately and confidentially
n
- Supporting the Financial Advisers and broader team with administrative tasks
n
- Assisting with office coordination and general reception duties
n
- Providing an exceptional level of service to our clients
n
n
About you
n
n
- Warm, friendly and genuinely enjoys helping people
n
- Skilled, polished and confident when dealing with clients
n
- Highly organised with excellent attention to detail
n
- Reliable and able to manage competing priorities
n
- A strong communicator with a positive attitude
n
- Comfortable working with technology and learning new systems
n
- Discreet and respectful when handling confidential client information
n
- A team player who is willing to pitch in and support colleagues
n
- Previous experience in reception, administration, financial services, professional services or a client-facing role will be highly regarded
n
- Experience within Financial Planning is advantageous but not essential
n
n
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.