Associate

Koda Capital Pty Ltd; Melbourne; Sur place; AUD 55 000 - 75 000; Plein temps

Résumé du poste

Koda Capital Pty Ltd is seeking an administrative assistant to support the adviser team with day-to-day tasks and ensure smooth client workflows. The role emphasizes attention to detail, confidentiality, and collaborative work within a values-driven culture.

You will handle document preparation, client account openings, data entry, and CRM management, while coordinating meetings and travel, and supporting the team to deliver high-quality service to clients.

Qualifications

• Experience in administrative support.
• Excellent organizational skills.
• High level of confidentiality and accountability.

Responsabilités

• Provide day-to-day support to the adviser team.
• Assist with admin tasks throughout the advice process, including document preparation, client account opening and file noting, data entry and workflow management, and reporting.
• Liaise with clients, coordinate meetings and travel bookings, and manage CRM systems.

Connaissances

Administrative tasks

Organizational skills

Attention to detail

Team oriented

Confidentiality

Outils

CRM systems

Data entry

Document preparation

Description du poste

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 administrative services to the adviser team they support.

A typical day will….

Be providing day to day support to your advice team. Duties will include supporting a team with admin tasks throughout the advice process such as document and client account opening preparation, file noting, data entry and workflow management, reporting & managing CRM systems, meeting and travel bookings and liaising with clients.

What you will bring….

• A passion to develop a long term administrative focused career
• Existing strong administration and organizational skills
• High attention to detail
• Team orientated
• A high level of confidentiality and accountability

Koda is a place for people who want to make a meaningful impact on clients, on each other and on the community. We bring together ambitious self-starters who thrive with autonomy, work collaboratively and take pride in shared ownership.

At Koda, you are trusted, supported and empowered to shape your career in a firm that embraces its culture, independence, purpose and the outcomes we deliver for clients.

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.

At Koda, we believe 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.

And there’s more

• Brand new office
• Learning and development opportunities
• Inclusive leave entitlements, including paid parental leave, study and exam leave and one day of paid leave per year to participate in Cultural and Ceremonial activities and events.
• Two paid volunteer days to give back to your community
• 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
• Free wellness initiatives to support you to be your best – such as mindfulness and mental health education
• Monthly mobile phone and home internet allowance
• Free Employee Assistance Program for you and your immediate family members.
• 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