We currently have an Associate opportunity at Koda Capital.
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….
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…………
Associate • Melbourne, AU
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