Are you a detail-oriented and a motivated individual with a passion for helping people with their money?

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 the ability for growth in your role.

We at Everest Wealth are seeking a Client Service Officer to join our team and provide crucial support to our financial planners. This is an exciting opportunity to gain exposure within the industry, with a company that prides itself on supporting graduates grow in their careers in Financial Planning.

Requirements
Have finished studying/almost finished studying a relevant degree.
Have an interest in the Financial Planning industry.
Robust attention to detail and organisation skills
Experience with the Microsoft Suite (e.g. excel, outlook, word)
Strong communication and interpersonal abilities
Market-competitive salary & great growth prospects.
Positive and collaborative work environment.

Join our team and embark on a rewarding career in financial planning, helping clients achieve their financial goals and secure their future.
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📌 Client Service Officer Melbourne
🏢 Everest Partners
📍 Melbourne