Implementation Manager

5 days ago

Adelaide, South Australia Everest Private Wealth Full time $60,000 - $80,000 per year

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

We at Everest Wealth are seeking an Implementation 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.

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.

Responsibilities:

  • Collaborate with financial advisers to assist with the implementation of advice.
  • Assist in calling & vetting new clients.
  • Assist the team with general administrative duties.
  • Calendar & Diary Management

Requirements:

  • At least 1 years' experience in a finance related role is preferred.
  • Intermediate experience with the Microsoft Office Suite.
  • Excellent attention to detail and organisational skills.
  • Exceptional written and verbal communication abilities.
  • Ability to prioritise tasks, meet deadlines, and work in a fast-paced environment.
  • Outgoing, team orientated and eager to learn.

Benefits:

  • Competitive salary commensurate with experience.
  • 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. Apply today and become an integral part of our team working towards our goal of providing advice to all young Australians.

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