Wealth Advisory Associate — Client & Portfolio Support

Focus Financial Partners; Sydney; On-site; AUD 80,000 - 110,000; Full time

Job summary

Escala, Focus Partners Australia seeks an Associate, Wealth Management in Sydney to support Advisors by coordinating advice processes, preparing proposals, reviewing and pitching documentation, and managing portfolio transactions to ensure a premier client experience.

You will assist with meeting preparation, client inquiries, and portfolio reporting while maintaining robust records and compliance with the firm’s policies.

Qualifications

• Experience in wealth management, financial advice, investment, client service or advisory support, ideally within a high-net-worth environment.
• Demonstrated experience supporting Advisors or client teams with client servicing, portfolio administration, review preparation or advice-related processes.
• Sound understanding of client account structures, portfolio transactions, investment administration and client reporting.

Responsibilities

• Provide day-to-day support to Advisors to help deliver a consistent and responsive client experience.
• Assist with client meeting preparation, including review packs, pitch documents, portfolio information and follow-up actions.
• Respond to client and advisor queries relating to portfolios, reports, transactions and administration within role scope, escalating where required.
• Develop trusted working relationships with clients, Advisors and internal teams through clear, timely and professional communication.
• Manage and track the advice process, ensuring file notes and records are complete, accurate and up to date in Fin365.
• Prepare and review proposal documents, review documents and supporting materials for Advisor review and client meetings.
• Collate relevant client information, portfoliodata and supporting documentation to assist Advisors with recommendations and reviews.
• Maintain high standards of recordkeeping, documentation quality and follow-through on advice-related actions.

Skills

Wealth management experience

Client servicing

Portfolio administration

Investment administration

Client reporting

Tools

Fin365

Xplan

IRESS

TradeCentre

Job description

Escala, Focus Partners Australia seeks an Associate, Wealth Management in Sydney to support Advisors by coordinating advice processes, preparing proposals, reviewing and pitching documentation, and managing portfolio transactions to ensure a premier client experience.

You will assist with meeting preparation, client inquiries, and portfolio reporting while maintaining robust records and compliance with the firm’s policies.