In-Demand Wealth management advisor Jobs in Victoria

Escala - Wealth Management - Graduate Opportunity
Focus Partners Australia & Escala Partners —Melbourne VIC
- Part-time
- Microsoft Excel
- Finance
- Administrative experience
Quick Apply
Escala - Wealth Management - Graduate Opportunity
Focus Financial Partners —Melbourne VIC
- Part-time
- Microsoft Excel
- Management
- Finance
2d
Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney
Goldman Sachs —Melbourne VIC
- Full-time
- Management
- Sales
- Business development
- Travel reimbursement
- Health insurance
People & Culture Advisor
Swisse Wellness —Victoria
- Full-time
- Hybrid work
Client Service Associate
Macquarie Group Limited —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Financial services
- Time management
- Annual leave
- Work from home
Group Reporting Manager (12 month contract)
Swisse Wellness —Victoria
- Full-time
- Hybrid work
Business Development Manager - Portfolio
Macquarie Group Limited —Melbourne VIC
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Work from home
Tax Advisory Manager Private Clients
William Buck —Victoria
- Management
- Master's degree
- Communication skills
Associate/Engagement Manager - Financial Services - Melbourne
Oliver Wyman —Melbourne VIC
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Communication skills
- Parental leave
- Gym membership
Manager Financial Crime Operations
Link Group —Docklands VIC
- Leadership
Audit & Assurance - Audit Senior
RSM —Ballarat VIC
- $85,000 - $95,000 a year
- Full-time
- Supervising experience
- Communication skills
Associate Director - Business and Tax Advisory
KPMG —Melbourne VIC
- Contract
- Business development
- Business
- Relocation assistance
- Parental leave
PA26SWSALNQ3003 Head of Sales, Super & Wealth
SS&C Technologies —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Sales
- Administrative experience
- Health insurance
- Parental leave
Senior Financial Advisor
Mercer —Melbourne VIC
- Full-time
- Hybrid work
- Finance
- Master's degree
- Business development
Associate Director - Business and Tax Advisory
KPMG Australia —Melbourne VIC
- Contract
- Business development
- Business
- Parental leave
Quick Apply
3d
Senior Manager, Practice Operations & Performance
Focus Partners Australia & Escala Partners —Melbourne VIC
- Leadership
Quick Apply
Lead Solution Architect - Home Health
Australian Unity —Melbourne VIC
- Azure
- Computer Science
- Salesforce
- Health insurance
- Parental leave
2d
Senior Accountant
Findex —Geelong VIC
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
Senior Manager, Practice Operations & Performance
Focus Financial Partners —Melbourne VIC
- Management
- Leadership
Senior Client Services Manager - FSI (Technology Consulting)
NCS Australia —Melbourne VIC
- Full-time
- Parental leave
Quick Apply
2d

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Escala - Wealth Management - Graduate Opportunity

Focus Partners Australia & Escala Partners
Melbourne VIC

Quick Apply

Job Details

Part-time | Graduate

Qualifications

Investment
Investment management
Microsoft Excel
Finance
Administrative experience
Bachelor's degree
Business
Communication skills
Time management

Full Job Description

Position Summary

The Middle Office Operations Analyst will take ownership of ongoing administrative and operational processes to support our client experience. This role supports front-line investment teams by improving efficiency, reducing manual workload, and ensuring accuracy and timeliness in all processes. The position serves as a bridge between the front office and back office, enhancing scalability and allowing the Associate, Client Relationships team members to focus on client-facing and analytical priorities. We are open to hearing from graduates, as well as students who are due to complete their studies at the end of 2026 and are available to work part-time while finishing their degree.

This role can be located in Sydney, New South Wales, Australia; Melbourne, Victoria, Australia.

Primary Responsibilities

Operational Task Ownership

Manage ongoing middle office activities such as client onboarding, asset transfers, cash payments, data entry, reconciliation, weekly custody sweeps, account maintenance, and report preparation.
Maintain and update databases, CRM systems, and internal records.

Process Streamlining

Assist with the transition of key tasks to middle office
Develop workflows, templates, and checklists to increase efficiency and reduce errors.
Collaborate with Operations Manager, the Associates, and internal team members to continuously refine processes.

Quality Control and Risk Management

Maintain high data integrity across systems and reporting outputs.
Ensure adherence to compliance, operational risk, and data governance standards.
Perform regular reconciliations between internal systems and external custodians or counterparties.

Collaboration and Support

Work closely with Associate, Client Relationships, Associates, Advisors, and Operations teams to ensure seamless workflow handovers.
Serve as a central point of contact for operational inquiries and task tracking.

Qualifications

Bachelor's degree in Commerce, Business, Finance (or a related field), or equivalent relevant work experience.
Prior experience supporting investment management or wealth management teams preferred.
Familiarity with automation or process improvement tools.
Strong understanding of investment operations and account administration.
High attention to detail and accuracy in data handling.
Proficiency with MS Excel and experience using investment platforms.
Strong organisational and time management skills, with ability to manage multiple routine tasks.
Effective communicator with collaborative, service-oriented mindset.

About Focus Partners Australia

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.

Quick Apply

Refine Your Search

wealth management advisor jobs in victoria

Escala - Wealth Management - Graduate Opportunity

Escala - Wealth Management - Graduate Opportunity

Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney

People & Culture Advisor

Client Service Associate

Group Reporting Manager (12 month contract)

Business Development Manager - Portfolio

Tax Advisory Manager Private Clients

Associate/Engagement Manager - Financial Services - Melbourne

Manager Financial Crime Operations

Audit & Assurance - Audit Senior

Associate Director - Business and Tax Advisory

PA26SWSALNQ3003 Head of Sales, Super & Wealth

Senior Financial Advisor

Associate Director - Business and Tax Advisory

Senior Manager, Practice Operations & Performance

Lead Solution Architect - Home Health

Senior Accountant

Senior Manager, Practice Operations & Performance

Senior Client Services Manager - FSI (Technology Consulting)

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