In-Demand Wealth management advisor Jobs in New South Wales

Escala - Wealth Management - Graduate Opportunity
Focus Financial Partners —Sydney NSW
- Part-time
- Microsoft Excel
- Management
- Finance
2d
Advisor - Wealth Advisory
William Buck NSW —Sydney NSW
- Full-time
- Microsoft Office
- Finance
- Business
- Employee assistance program
- Gym membership
Quick Apply
12d
Escala - Wealth Management - Graduate Opportunity
Focus Partners Australia & Escala Partners —Sydney NSW
- Part-time
- Microsoft Excel
- Finance
- Administrative experience
Quick Apply
Advisor - Wealth Advisory
William Buck —Sydney NSW
- Full-time
- Microsoft Office
- Finance
- Business
- Employee assistance program
- Gym membership
12d
Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
Accountant (Business Advisory)
Moore Australia (QLD/NNSW) —Coffs Harbour NSW
- Full-time
- Hybrid work
- In-person
- Business
- Communication skills
- Work from home
Quick Apply
Wealth Manager
Hoxton Wealth —Sydney NSW
- Full-time
- Management
- Analysis skills
- Bachelor's degree
Quick Apply
Accountant
Futurerent —Sydney NSW
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Finance
- Education
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
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
Graduate - Financial Services
William Buck NSW —Sydney NSW
- Full-time
- Bachelor's degree
- Business
Quick Apply
4h
Business Manager
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Management
- Agile
- Financial services
- Annual leave
- Work from home
2027 | APEJ | Sydney | Asset Management, Alternatives / Private Investing | New Analyst
Goldman Sachs —Sydney NSW
- Full-time
Senior Compliance Officer
PIMCO —Sydney NSW
- Full-time
- Research
- Analysis skills
- Financial services
Associate/Engagement Manager - Financial Services
Oliver Wyman —Sydney NSW
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Communication skills
- Parental leave
- Gym membership
Graduate - Financial Services
William Buck —Sydney NSW
- Full-time
- Bachelor's degree
- Business
1d
Asset Management - Natural Capital Investment Specialist - Vice President
JPMorganChase —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Management
5d
Senior Client Services Manager - Financial Services (Technology Consulting)
NCS Australia —Sydney NSW
- Full-time
- Parental leave
Quick Apply
2d

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wealth management advisor jobs near new south wales

Escala - Wealth Management - Graduate Opportunity

Focus Financial Partners
Sydney NSW

Apply Now

Job Details

Part-time | Graduate
2 days 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 new south wales

Escala - Wealth Management - Graduate Opportunity

Advisor - Wealth Advisory

Escala - Wealth Management - Graduate Opportunity

Advisor - Wealth Advisory

Paraplanner, Perpetual Wealth Management

Accountant (Business Advisory)

Wealth Manager

Accountant

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

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

Client Services Officer

Associate, Client Solutions

Graduate - Financial Services

Business Manager

2027 | APEJ | Sydney | Asset Management, Alternatives / Private Investing | New Analyst

Senior Compliance Officer

Associate/Engagement Manager - Financial Services

Graduate - Financial Services

Asset Management - Natural Capital Investment Specialist - Vice President

Senior Client Services Manager - Financial Services (Technology Consulting)

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