Wealth Management Associate — Client Advisory Support

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

Job summary

Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, reviewing and pitching documentation, and assisting with portfolio transactions to deliver a high-quality client experience. The role is based in Sydney, NSW.

You will work closely with Advisors and internal teams to manage the advice lifecycle, prepare client materials, and ensure timely, accurate reporting and onboarding support.

Qualifications

• Experience in wealth management, financial advice, investment, client service or advisory support.
• Experience supporting Advisors or client teams with client servicing, portfolio administration, review preparation or advice-related processes.
• Understanding of client account structures, portfolio transactions, investment administration and client reporting.
• Experience using financial advice, CRM, portfolio or trading systems such as Fin365, Xplan, IRESS or TradeCentre is desirable.

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 whererequired.
• 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, portfolio data and supporting documentation to assist Advisors with recommendations and reviews.
• Maintain high standards of recordkeeping, documentation quality and follow-through on advice-related actions.
• Monitor outstanding tasks, deadlines and dependencies to ensure portfolio and client actions are progressed efficiently.

Skills

Wealth management

Client servicing

Portfolio administration

CRM systems

Tools

Fin365

Xplan

IRESS

TradeCentre

Job description

Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, reviewing and pitching documentation, and assisting with portfolio transactions to deliver a high-quality client experience. The role is based in Sydney, NSW.

You will work closely with Advisors and internal teams to manage the advice lifecycle, prepare client materials, and ensure timely, accurate reporting and onboarding support.