Associate

1 week ago

Melbourne, Victoria, Australia Koda Capital Full time $60,000 - $80,000 per year

We currently have an Associate/Client Services Officer opportunity at Koda Capital.

Your new role…

This role will be responsible for ensuring Koda maintains the highest levels of integrity throughout every aspect of our client relationships. As an ambassador of Koda's quality focused culture, the person in this role will provide exceptional administrative services to the adviser team they support.

A typical day will….

See you providing day to day support to your advice team. Duties will include supporting the team with admin tasks throughout the advice process such as document and client account opening preparation, file noting, data entry and workflow management, reporting & managing CRM systems, meeting and travel bookings and liaising with clients.

What you will bring….

  • A passion to develop a long term administrative focused career
  • Existing strong administration and organizational skills
  • High attention to detail
  • Team orientated
  • A high level of confidentiality and accountability

Why Koda…

At Koda, our collegiate workplace culture is founded on three simple but non-negotiable values: quality, courage, and integrity. They guide our behaviours as individuals, teams and as a partnership, and they inform the way we select our people.

Investors deserve genuinely independent advice – and the better outcomes that come with it. That's why we have pioneered a distinctively different approach to wealth management. We have led the profession by putting client interests first. Because we have no product alignment, we can source the right solution for our clients' goals and access every potential opportunity for better outcomes.

Thanks to our culture of shared ownership and responsibility, we continue to attract Australia's most experienced private wealth professionals. This is a dynamic, supportive workplace where you can thrive alongside a team with a collective depth of expertise and commitment to excellence.

We have been awarded
Australia's Best Places to Work
for two years in a row by the AFR.

And there's more…………

  • CBD office location
  • Hybrid working model
  • Learning and development opportunities
  • Flexible and inclusive leave entitlements, including paid parental leave, study and exam leave and one day of paid leave per year to participate in Cultural and Ceremonial activities and events.
  • Two paid volunteer days to give back to your community
  • Annual Koda day located in Sydney
  • Inclusive (and fun) Social events and activities
  • An opportunity to earn into equity, and participate in the future success of the firm as a business owner
  • Free wellness initiatives to support you to be your best – from mindfulness and mental health education
  • Monthly mobile phone and home internet allowance
  • Free Employee Assistance Program for you and your immediate family members.
  • Opportunities to participate in Koda's Allies Program and Koda's Endowment which enables Koda team members to connect with and support the communities around us
  • And lots of can explain at your interview

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