In-Demand Wealth manager Jobs in Melbourne, Vic

Escala - Wealth Management - Graduate Opportunity
Focus Financial Partners —Melbourne VIC
- Part-time
- Microsoft Excel
- Management
- Finance
1d
Escala - Wealth Management - Graduate Opportunity
Focus Partners Australia & Escala Partners —Melbourne VIC
- Part-time
- Microsoft Excel
- Finance
- Administrative experience
Quick Apply
Senior Manager, Advice and EFA Marketing
UniSuper —Melbourne VIC
- Full-time
- Management
- Analysis skills
- Marketing
- Parental leave
13d
Senior Business Development Manager - Portfolio
Macquarie Group Limited —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Leadership
- Annual leave
- Work from home
Client Enablement Manager
Link Group —Docklands VIC
- Hybrid work
- Administrative experience
- Financial services
- Communication skills
- Parental leave
- Employee assistance program
Business Development Manager - Portfolio
Macquarie Group Limited —Melbourne VIC
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Work from home
Client Relationship Manager
Link Group —Docklands VIC
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Health insurance
- Parental leave
Fund Operations
GXE —Melbourne VIC
- Full-time
- Hybrid work
- Microsoft Excel
- Administrative experience
- Organisational skills
Quick Apply
9d
Office Manager
Acorn Wealth —Notting Hill VIC
- From $80,000 a year
- Full-time
- Office
- In-person
Quick Apply
11d
Field Team Lead – Activations, Events & Execution
Stanley Black & Decker —Melbourne VIC
- Full-time
- Salesforce
- Communication skills
- Parental leave
Assistant Brand Manager
Stanley Black & Decker —Melbourne VIC
- Full-time
- Communication skills
- Parental leave
Business Development Manager - Industrial Freight
Visy —East Melbourne VIC
- Full-time
- CRM software
- Sales
- Microsoft Office
- Employee assistance program
Senior Business Analyst
HUB24 —Melbourne VIC
- Full-time
- Management
- Administrative experience
- Agile
Business Development Manager - Octopus Australia
Octopus —South Yarra VIC
- Full-time
- Hybrid work
- Bachelor's degree
- No degree
- Financial services
- Wellness program
- Health insurance
Quick Apply
Project Manager - International & Supply Chain
SPC Global Pty Ltd —Melbourne VIC
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick Apply
12d
Client Relationship Manager | Employee Share Plans
Link Group —Docklands VIC
- Hybrid work
- Organisational skills
- Communication skills
- Health insurance
- Parental leave
Property and Project Manager
EBOS Group —Docklands VIC
- Full-time
- Negotiation
- Health insurance
- Annual leave
3d
Client Services Manager
First Financial —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Administrative experience
- Financial services
Quick Apply
Research Assistant / Coordinator
FE fundinfo —Melbourne VIC
- Full-time
- Hybrid work
- Research
- Microsoft Office
- Administrative experience
Quick Apply
Customer Engagement Manager
Incluso Services Pty Ltd —Coburg VIC
- Hybrid work
- Business development
- Organisational skills
- Communication skills
- Employee assistance program
Quick Apply

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Escala - Wealth Management - Graduate Opportunity

Focus Financial Partners
Melbourne VIC

Apply Now

Job Details

Part-time | Graduate
1 day ago

Qualifications

Investment
Investment management
Microsoft Excel
Management
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 Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Apply Now

Refine Your Search

wealth manager jobs in melbourne, vic

Escala - Wealth Management - Graduate Opportunity

Escala - Wealth Management - Graduate Opportunity

Senior Manager, Advice and EFA Marketing

Senior Business Development Manager - Portfolio

Client Enablement Manager

Business Development Manager - Portfolio

Client Relationship Manager

Fund Operations

Office Manager

Field Team Lead – Activations, Events & Execution

Assistant Brand Manager

Business Development Manager - Industrial Freight

Senior Business Analyst

Business Development Manager - Octopus Australia

Project Manager - International & Supply Chain

Client Relationship Manager | Employee Share Plans

Property and Project Manager

Client Services Manager

Research Assistant / Coordinator

Customer Engagement Manager

I want to receive the latest job alert for wealth manager in melbourne, vic

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