Job Description

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

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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.

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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 prospect to gain exposure within the industry, with a company that prides itself on supporting graduates grow in their careers in Financial Planning.

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Requirements

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Have finished studying/almost finished studying a relevant degree.
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Have an interest in the Financial Planning industry.
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Strong attention to detail and organisation skills
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Experience with the Microsoft Suite (e.g. excel, outlook, word)
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Solid communication and interpersonal abilities
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Competitive salary & great growth opportunities.
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Positive and collaborative work workplace.
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Join our team and embark on a rewarding career in financial planning, helping clients achieve their financial goals and secure their future.

📌 Client Service Officer Victoria
🏢 Everest Partners
📍 Victoria