Wealth Management Associate: Advisor Support

Focus Partners Australia & Escala Partners; Sydney; Vor Ort; AUD 70.000 - 95.000; Vollzeit

Zusammenfassung

Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, and managing portfolio transactions. You will contribute to a high-quality client experience across Sydney operations.

The role involves processing, documentation, and collaboration with Middle Office and Investment teams to ensure timely outcomes for clients.

Qualifikationen

• Experience in wealth management or financial advisory support.
• Experience supporting Advisors or client teams with servicing and documentation.
• Strong client communication and relationship skills.
• Familiarity with CRM and portfolio systems is a plus.

Aufgaben

• Provide day-to-day support to Advisors to ensure a consistent client experience.
• Assist with client meeting preparation, review packs and portfolio information.
• Respond to client/advisor queries related to portfolios, reports and administration.
• Maintain high standards of recordkeeping and documentation.

Kenntnisse

Wealth management

Advisor support

Client servicing

Communication

Compliance

Tools

Fin365

Xplan

IRESS

TradeCentre

Jobbeschreibung

Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, and managing portfolio transactions. You will contribute to a high-quality client experience across Sydney operations.

The role involves processing, documentation, and collaboration with Middle Office and Investment teams to ensure timely outcomes for clients.