Financial Planning Practice Manager

3 weeks ago

Perth, Western Australia Everest Private Wealth Full time

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We at Everest Wealth are seeking an organised, proactive and detailed Practice Manager to join our growing team. This is an exciting opportunity to contribute to the wellbeing of our staff and success of the practice, in a vibrant and supportive environment.

Everest Wealth is a dynamic and forward-thinking organisation dedicated to fostering a positive and inclusive workplace culture. We are committed to providing excellent services while empowering our team to reach their full potential. 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.

As our Practice Manager, you're responsible for working with the COO on the firm's day-to-day operations, and the full recruitment process. This is an administrative role where you'll oversee workflow, administrative processes, coordinating staff and freeing up Advisers and Directors time to focus on our clients with ongoing variety, no two days are the same

Responsibilities:

Oversee day-to-day operations of the firm alongside the COO

Manage and improve workflow processes across the firm

Assist with employee onboarding

Support business development initiatives, and manage marketing materials

Support the leadership team in strategic planning and business development initiatives

Manage office operations and procedures to ensure efficiency and organisation.

Coordinate travel arrangements for staff.

Liaise with IT and building management to address office infrastructure and maintenance issues.

Develop and enforce office policies and procedures.

Coordinate annual events with Australia wide staff – including training days & our Annual Conference.

Requirements:

Minimum 2 years' experience in a similar practice manager, office manager or senior administrative coordinator role – Financial Planning Services preferred

Excellent communication, problem-solving, and interpersonal skills.

Excellent written and verbal communication skills

Demonstrated ability to build relationships and influence at all levels of the organization.

Confident using Microsoft Office and comfortable learning practice management systems

Ability to handle sensitive and confidential information with discretion.

Competitive salary commensurate with experience.

Ability to work from home with flexible working conditions.

Positive and collaborative work environment.

Apply today and become an integral part of our team working towards our goal of providing advice to as many young Australians as possible.

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Your application will include the following questions:How many years' experience do you have as a Financial Planning Role? Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a practice manager? Which of the following Microsoft Office products are you experienced with? How many years of recruitment experience do you have? How many years' experience do you have in employee relations? How many years' experience do you have in industrial relations & employment law? How much notice are you required to give your current employer?

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