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