Overview
Assistant/Associate Jobs in Melbourne, Victoria, Australia at Koda Capital
Title: Assistant/Associate
Company: Koda Capital
Location: Melbourne, Victoria, Australia
We currently have a new Assistant/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 preparation, data entry, reporting & managing CRM systems and liaising with clients.
What you will bring….
A passion to develop a long term administrative focused career
Existing strong administration and organizational skills
Keen 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.
For the last two years we have been named as one of Australia’s Best Places to Work by the AFR!
And there’s more…………
CBD office location
Hybrid working model
A learning and development plan tailored for your career ambitions and pathway
Progressive, flexible and inclusive leave entitlements, including up to 16 weeks paid parental leave, study and exam leave and one day of paid leave per year to participate in Cultural and Ceremonial activities and events.
Annual Koda day
Work-life balance and flexibility, so you can work in a way that best suits you and your family.
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 and support to flu vaccinations.
Monthly mobile phone and home wifi allowance
Free Employee Assistance Program for you and your immediate family members.
Two paid volunteer days to give back to your community
Opportunities to participate in Koda’s Allies Program and Koda’s Foundation which enables Koda team members to connect with and support the communities around us
Fully stocked kitchen and coffee machine
And lots of elephants…….we can explain at your interview
We encourage you to apply today by uploading your resume and make sure you include a cover letter.
