In-Demand Wealth management advisor 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
Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney
Goldman Sachs —Melbourne VIC
- Full-time
- Management
- Sales
- Business development
- Travel reimbursement
- Health insurance
Client Service Associate
Macquarie Group Limited —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Financial services
- Time management
- Annual leave
- Work from home
Business Development Manager - Portfolio
Macquarie Group Limited —Melbourne VIC
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Work from home
Manager Financial Crime Operations
Link Group —Docklands VIC
- Leadership
Associate/Engagement Manager - Financial Services - Melbourne
Oliver Wyman —Melbourne VIC
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Communication skills
- Parental leave
- Gym membership
Associate Director - Business and Tax Advisory
KPMG —Melbourne VIC
- Contract
- Business development
- Business
- Relocation assistance
- Parental leave
Associate Director - Business and Tax Advisory
KPMG Australia —Melbourne VIC
- Contract
- Business development
- Business
- Parental leave
Quick Apply
3d
PA26SWSALNQ3003 Head of Sales, Super & Wealth
SS&C Technologies —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Sales
- Administrative experience
- Health insurance
- Parental leave
Senior Manager, Practice Operations & Performance
Focus Partners Australia & Escala Partners —Melbourne VIC
- Leadership
Quick Apply
Senior Client Services Manager - FSI (Technology Consulting)
NCS Australia —Melbourne VIC
- Full-time
- Parental leave
Quick Apply
2d
Senior Manager, Practice Operations & Performance
Focus Financial Partners —Melbourne VIC
- Management
- Leadership
Senior Financial Advisor
Mercer —Melbourne VIC
- Full-time
- Hybrid work
- Finance
- Master's degree
- Business development
Lead Solution Architect - Home Health
Australian Unity —Melbourne VIC
- Azure
- Computer Science
- Salesforce
- Health insurance
- Parental leave
1d
Senior Consultant - Tax Controversy
KPMG Australia —Melbourne VIC
- Full-time
- Hybrid work
- Leadership
- Office experience
- Parental leave
Quick Apply
12d

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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 management advisor jobs in melbourne, vic

Escala - Wealth Management - Graduate Opportunity

Escala - Wealth Management - Graduate Opportunity

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

Client Service Associate

Business Development Manager - Portfolio

Manager Financial Crime Operations

Associate/Engagement Manager - Financial Services - Melbourne

Associate Director - Business and Tax Advisory

Associate Director - Business and Tax Advisory

PA26SWSALNQ3003 Head of Sales, Super & Wealth

Senior Manager, Practice Operations & Performance

Senior Client Services Manager - FSI (Technology Consulting)

Senior Manager, Practice Operations & Performance

Senior Financial Advisor

Lead Solution Architect - Home Health

Senior Consultant - Tax Controversy

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