In-Demand Part time financial advisor Jobs in Melbourne, Vic

Escala - Wealth Management - Graduate Opportunity
Focus Partners Australia & Escala Partners —Melbourne VIC
- Part-time
- Microsoft Excel
- Finance
- Administrative experience
Quick Apply
Expression of Interest: Consultant - Director, Project & Infrastructure Advisory
BDO —Melbourne VIC
- Full-time
- Business development
- Health insurance
- On-the-job training
Escala - Wealth Management - Graduate Opportunity
Focus Financial Partners —Melbourne VIC
- Part-time
- Microsoft Excel
- Management
- Finance
17h
Transaction Services opportunities in Brisbane, Melbourne and Sydney
Alvarez & Marsal —Melbourne VIC
Customer Advisor - Melbourne Metro North, VIC
NAB —Melbourne VIC
- Full-time
- Parental leave
9d
Customer Advisor - Croydon, VIC
NAB —Melbourne VIC
- Part-time
- Parental leave
3d
Project Coordinator/ Executive Assistant - Education Consulting
MinterEllison —Melbourne VIC
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
8d
Advisor - Data Management
ANZ Banking Group —Melbourne VIC
- Full-time
- Microsoft Excel
- Communication skills
2d
Head of Customer Success- Data Quality
Experian Information Solutions —Southbank VIC
- Full-time
- POS
- Leadership
- Marketing
- Wellness program
- Annual leave
Data Delivery Lead
NCS Australia —Melbourne VIC
- $170,000 - $175,000 a year
- Contract
- Hybrid work
- AWS
- Financial services
- Communication skills
- Parental leave
Quick Apply
4d
Transaction Services opportunities in Brisbane, Melbourne and Sydney
Alvarez and Marsal —Melbourne VIC
- Full-time
Investment Associate - Octopus Australia
Octopus —South Yarra VIC
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Wellness program
- Health insurance
Quick Apply
Associate/Engagement Manager – Performance Transformation - Melbourne
Oliver Wyman —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Communication skills
- Parental leave
- Employee assistance program
Head of RMIT Galleries
RMIT University —Melbourne VIC
- $158,216 a year
- Full-time
- Management
- Research
- University
12d
Advisor - Organisation Design and Implementation
ANZ Banking Group —Melbourne VIC
- Full-time
- Analysis skills
- Communication skills
1d
Advisor - Resourcing & Coordination
ANZ Banking Group —Melbourne VIC
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
1d
Early Careers Talent Acquisition Business Partner
BDO —Melbourne VIC
- Full-time
- Senior Secondary Certificate of Education
- University
- No degree
- Health insurance
- On-the-job training
8d
Principal Consultant - Strategy, Transformation & Reporting
Anthesis Group —Melbourne VIC
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Leadership
- Annual leave
- Employee assistance program
Quick Apply
WHS Manager (Work, Health, Safety Manager)
Mayflower —Brighton East VIC
- Full-time
- Nursing
- Management
- Analysis skills
- COVID-19 protective measures
- Parental leave
Senior Digital Executive
Havas Group —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Data analysis skills
- Analysis skills

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part time financial advisor jobs near melbourne, vic

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

part time financial advisor jobs in melbourne, vic

Escala - Wealth Management - Graduate Opportunity

Expression of Interest: Consultant - Director, Project & Infrastructure Advisory

Escala - Wealth Management - Graduate Opportunity

Transaction Services opportunities in Brisbane, Melbourne and Sydney

Customer Advisor - Melbourne Metro North, VIC

Customer Advisor - Croydon, VIC

Project Coordinator/ Executive Assistant - Education Consulting

Advisor - Data Management

Head of Customer Success- Data Quality

Data Delivery Lead

Transaction Services opportunities in Brisbane, Melbourne and Sydney

Investment Associate - Octopus Australia

Associate/Engagement Manager – Performance Transformation - Melbourne

Head of RMIT Galleries

Advisor - Organisation Design and Implementation

Advisor - Resourcing & Coordination

Early Careers Talent Acquisition Business Partner

Principal Consultant - Strategy, Transformation & Reporting

WHS Manager (Work, Health, Safety Manager)

Senior Digital Executive

I want to receive the latest job alert for part time financial advisor in melbourne, vic

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