Hybrid Review & Office Manager — Flexible Wealth Planning Melbourne (Australia)

Hybrid Review & Office Manager — Flexible Wealth Planning Melbourne (Australia)

12 Aug
|
Everest Partners
|
Australia

12 Aug

Everest Partners

Australia

Everest Wealth in Melbourne is seeking a detail-oriented Review & Office Manager to support our financial planning team and client journey. You will partner with Financial Advisers and the Review team to manage client relationships and the delivery of ongoing advice.

You will lead the Review workflow, coordinate tasks, prepare documentation for annual reviews, and help with office operations in our Melbourne office. Adaptable working arrangements are available for this hybrid role.
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📌 Hybrid Review & Office Manager — Flexible Wealth Planning Melbourne (Australia)
🏢 Everest Partners
📍 Australia

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