In-Demand Wealth management advisor Jobs in Australia

Escala - Wealth Management - Graduate Opportunity
Focus Partners Australia & Escala Partners —Melbourne VIC
- Part-time
- Microsoft Excel
- Finance
- Administrative experience
Quick Apply
Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney
Goldman Sachs —Melbourne VIC
- Full-time
- Management
- Sales
- Business development
- Travel reimbursement
- Health insurance
Escala - Wealth Management - Graduate Opportunity
Focus Financial Partners —Melbourne VIC
- Part-time
- Microsoft Excel
- Management
- Finance
1d
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
Advisor - Wealth Advisory
William Buck NSW —Sydney NSW
- Full-time
- Microsoft Office
- Finance
- Business
- Employee assistance program
- Gym membership
Quick Apply
11d
Advisor - Wealth Advisory
William Buck —Sydney NSW
- Full-time
- Microsoft Office
- Finance
- Business
- Employee assistance program
- Gym membership
11d
Group Reporting Manager (12 month contract)
Swisse Wellness —Victoria
- Full-time
- Hybrid work
Business Development Manager - Portfolio
Macquarie Group Limited —Perth WA
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Work from home
Crypto Operations Associate - APAC
Alpaca —Remote
- $150 a month
- 8 hour shift
- Remote
- Bachelor's degree
- No degree
- APIs
- Health insurance
Quick Apply
Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
Wealth Manager
Hoxton Wealth —Sydney NSW
- Full-time
- Management
- Analysis skills
- Bachelor's degree
Quick Apply
Accountant (Business Advisory)
Moore Australia (QLD/NNSW) —Coffs Harbour NSW
- Full-time
- Hybrid work
- In-person
- Business
- Communication skills
- Work from home
Quick Apply
2027 | APEJ | Sydney | Wealth Management, Private Wealth Management | New Analyst
Goldman Sachs —Sydney NSW
- Full-time
2027 | APEJ | Sydney | Asset Management, Client Solutions Group | Summer Analyst
Goldman Sachs —Sydney NSW
- Seasonal
- Bachelor's degree
- Internship
Accountant
Futurerent —Sydney NSW
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Finance
- Education
Quick Apply
Client Services Officer
Findex —Coffs Harbour NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance program
Associate, Client Solutions
Hamilton Lane —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
- Annual leave
Associate/Engagement Manager - Financial Services - Melbourne
Oliver Wyman —Melbourne VIC
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Communication skills
- Parental leave
- Gym membership
Tax Advisory Manager Private Clients
William Buck —Victoria
- Management
- Master's degree
- Communication skills

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wealth management advisor jobs near australia

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 australia

Escala - Wealth Management - Graduate Opportunity

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

Escala - Wealth Management - Graduate Opportunity

People & Culture Advisor

Client Service Associate

Advisor - Wealth Advisory

Advisor - Wealth Advisory

Group Reporting Manager (12 month contract)

Business Development Manager - Portfolio

Crypto Operations Associate - APAC

Paraplanner, Perpetual Wealth Management

Wealth Manager

Accountant (Business Advisory)

2027 | APEJ | Sydney | Wealth Management, Private Wealth Management | New Analyst

2027 | APEJ | Sydney | Asset Management, Client Solutions Group | Summer Analyst

Accountant

Client Services Officer

Associate, Client Solutions

Associate/Engagement Manager - Financial Services - Melbourne

Tax Advisory Manager Private Clients

I want to receive the latest job alert for wealth management advisor in australia

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