Are you a detail-oriented and a motivated individual with a passion for helping people with their money?
We at Everest Wealth are seeking a Review & Office Manager to join our team and provide crucial support to our financial planners.
This is an exciting opportunity to contribute to the success of our clients and make a significant impact in their financial journey, taking ownership of client relationships and ongoing advice processes.
Everest Wealth specialises in Financial Planning for Millennial & Gen Z clients, with referrals from She's on the Money, Glen James, Equity Mates & Rask Media podcasts.
We are a young & dynamic team with flexible working arrangements and with the ability for growth in your role.
We're looking for a highly organisedReview & Office Managerto join our Melbourne financial advice firm, working closely with our Review team in the Ongoing Client team, as well as acting as the Office Manager for our Melbourne office.
This hybrid role is perfect for someone confident in client interaction, with strong attention to detail and a passion for making financial advice easier for clients to understand and implement.
As a Review & Office Manager, you will partner closely with Financial Advisers and the Review team to manage ongoing client relationships and support the delivery of high-quality financial advice.
You will lead and coordinate the review team's workflow,
ensuring tasks are completed efficiently and to a high standard, while serving as a primary point of contact for clients throughout the review process.
Key Responsibilities
Liaise with clients throughout their review process
Respond to enquiries from clients and third parties
Draft qualified and compliant correspondence
Attend client meetings and take detailed notes
Oversee FPA (Financial Planning Assistant) and Review team workstreams
Prepare documentation for annual client reviews
Project manage advice implementation and follow-ups
Work with the Paraplanning team and Financial Advisers to produce ROAs and SOAs or updates to existing advice
Assist our Practice Manager with Melbourne office management
About You
Experience in financial planning or insurance ispreferred
Familiarity with financial advice software/systems ispreferred
Team management experience ispreferred
Strong communication and client service skills
Ability to prioritise tasks, meet deadlines, and work in a fast-paced environment
Comfortable working independently and as part of a team
Applicants must have unrestricted working rights in Australia.
Australian citizenship or permanent residency is required
What We Offer
Competitive salary commensurate with experience
Positive and team-oriented work environment
Flexible working arrangements
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