Associate

Koda Capital; City of Brisbane; On-site; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Learning and development plan

Generous leave provisions

Annual Koda day

Inclusive social events and activities

Equity participation opportunities

Monthly phone and Wi-Fi allowance

Two paid volunteer days

Allies Program and Endowment

Job summary

Koda Capital is seeking an adviser support professional to help ensure client relationships are upheld with the highest integrity. You will assist adviser teams, handle client queries, and liaise with accountants, lawyers and other service providers as part of a collaborative wealth management team.

The role emphasizes learning and growth toward a longer-term advisory career in a collegiate workplace culture that values quality, courage, and integrity.

Qualifications

• 2-3 years relevant experience.
• Willingness to learn and develop towards a longer-term advisory career pathway.
• Aligned academic qualifications.
• Proven interest in the investment advisory landscape.
• Prepared to understand, learn and master the transactions required of an adviser support role.
• Curiosity, attention to detail and a high level of confidentiality and accountability.

Responsibilities

• Support adviser teams by assisting with client queries and needs.
• Liaise with third-party service providers such as accountants and lawyers.
• Support interactions with Koda’s client base including wealthy individuals, families, charities and foundations.

Skills

Client service

Attention to detail

Confidentiality

Communication

Relationship management

Education

Aligned academic qualifications

Job description

This role will be responsible for ensuring Koda maintains the highest levels of integrity throughout every aspect of our client relationships. As an ambassador of Koda’s quality focused culture, the person in this role will provide exceptional service to clients and will be involved in face-to-face and phone-based client interactions

A typical day will….

See you supporting our adviser teams by assisting with client queries and needs and liaising with third-party service providers such as accountants and lawyers. Koda’s clients include wealthy individuals & families and charities & charitable foundations.

What you will bring….

• 2-3 years relevant experience
• A willingness to learn and develop towards a longer-term advisory career pathway
• Aligned academic qualifications
• A proven interest in the investment advisory landscape
• Prepared to understand, learn and master the transactions required of an adviser support role
• Curiosity, attention to detail and a high level of confidentiality and accountability

At Koda, our collegiate workplace culture is founded on three simple but non-negotiable values: quality, courage, and integrity. They guide our behaviours as individuals, teams and as a partnership, and they inform the way we select our people.

Investors deserve genuinely independent advice – and the better outcomes that come with it. That’s why we have pioneered a distinctively different approach to wealth management. We have led the profession by putting client interests first. Because we have no product alignment, we can source the right solution for our clients’ goals and access every potential opportunity for better outcomes.

Thanks to our culture of shared ownership and responsibility, we continue to attract Australia’s most experienced private wealth professionals. This is a dynamic, supportive workplace where you can thrive alongside a team with a collective depth of expertise and commitment to excellence.

Purpose, community, and accomplishment are at the heart of what we do—and our 2024 employee engagement survey results reflect this commitment. Guided by ethical leadership and a focus on delivering meaningful experiences, we provide an environment where you can thrive and make a real impact. Join us and be part of a team that values your contributions and supports you and your growth.

And there’s more…………

• A learning and development plan tailored for your career ambitions and pathway
• Generous leave provisions
• Annual Koda day
• Inclusive (and fun!) social events and activities
• An opportunity to earn into equity, and participate in the future success of the firm as a business owner
• Monthly mobile phone and wi-fi allowance
• Two paid volunteer days to give back to your community
• Opportunities to participate in Koda’s Allies Program and Koda's Endowment which enables Koda team members to connect with and support the communities around us
• And lots of elephants.......we can explain at your interview