In-Demand Financial advisor Jobs in Essendon Fields, Vic

Escala - Wealth Management - Graduate Opportunity
Focus Partners Australia & Escala Partners —Melbourne VIC
- Part-time
- Microsoft Excel
- Finance
- Administrative experience
Quick Apply
Precinct Finance Manager
JLL —Melbourne VIC
- Management
- Communication skills
- Health insurance
- Employee discount
EY-Parthenon - Manager - Transaction Diligence - Financial Services
EY —Melbourne VIC
- Finance
- Master's degree
- Analysis skills
- Parental leave
Private Wealth Adviser - Associate
UniSuper —Melbourne VIC
- Full-time
- AI
- Business
- Communication skills
- Parental leave
EY-Parthenon - Senior Consultant or Manager - Defence Commercial and Procurement Advisory
EY —Melbourne VIC
- Recruiting
- Parental leave
Associate | Financial Services | Melbourne
Gadens —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Financial services
- Communication skills
- Annual leave
- Parental leave
Associate, Financial Services Regulatory
Allens —Melbourne VIC
- Full-time
- Hybrid work
- Financial services
- Health insurance
- On-the-job training
Senior Consultant - EY Finance - CFO Advisory - Financial Accounting Advisory Services
EY —Melbourne VIC
- $89,000 - $111,000 a year
- Recruiting
- Accounting
- Communication skills
- Parental leave
Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney
Goldman Sachs —Melbourne VIC
- Full-time
- Management
- Sales
- Business development
- Travel reimbursement
- Health insurance
Deals Accountant
PWC Australia —Southbank VIC
- $89,000 a year
- Microsoft Excel
- Finance
- Master's degree
- Annual leave
Executive Advisor (Strategic Finance)
Victoria Police —Melbourne City Centre VIC
- Full-time
- Analysis skills
9d
Senior Financial Planning Analyst
PUMA —Cremorne VIC
- Microsoft Excel
- ERP systems
- Presentation skills
4d
EY Parthenon - Manager - Strategy and Transaction Execution Deal Technology
EY —Melbourne VIC
- Microsoft Powerpoint
- Microsoft Excel
- Recruiting
- Parental leave
EOI | Transaction Services Specialist | Senior Consultant | Deals
PWC Australia —Southbank VIC
- Finance
- Master's degree
- Business Administration
- Annual leave
- Employee assistance program
Manager, Payroll Advisory
BDO —Melbourne VIC
- Full-time
- Microsoft Excel
- Communication skills
- Health insurance
- On-the-job training
Senior Taxation Adviser
Victorian Government —Melbourne VIC
- $116,413 - $140,849 a year
- Full-time
- Management
- Analysis skills
- Recruiting
10d
Manager, Transaction Services
BDO —Melbourne VIC
- Full-time
- Analysis skills
- Leadership
- Time management
- Health insurance
- On-the-job training
Senior Assurance Advisor, School Compliance Reviews
Catholic Education Commission of Victoria —Melbourne VIC
- Customer service
- Administrative experience
- Communication skills
Senior FP&A Lead
RACV —Melbourne VIC
- Hybrid work
- Microsoft Excel
- ERP systems
- Finance
9d
Escala - Wealth Management - Graduate Opportunity
Focus Financial Partners —Melbourne VIC
- Part-time
- Microsoft Excel
- Management
- Finance
7d

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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

financial advisor jobs in essendon fields, vic

Escala - Wealth Management - Graduate Opportunity

Precinct Finance Manager

EY-Parthenon - Manager - Transaction Diligence - Financial Services

Private Wealth Adviser - Associate

EY-Parthenon - Senior Consultant or Manager - Defence Commercial and Procurement Advisory

Associate | Financial Services | Melbourne

Associate, Financial Services Regulatory

Senior Consultant - EY Finance - CFO Advisory - Financial Accounting Advisory Services

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

Deals Accountant

Executive Advisor (Strategic Finance)

Senior Financial Planning Analyst

EY Parthenon - Manager - Strategy and Transaction Execution Deal Technology

EOI | Transaction Services Specialist | Senior Consultant | Deals

Manager, Payroll Advisory

Senior Taxation Adviser

Manager, Transaction Services

Senior Assurance Advisor, School Compliance Reviews

Senior FP&A Lead

Escala - Wealth Management - Graduate Opportunity

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