Wealth Management Associate: Advisor Support

Wealth Management Associate: Advisor Support

Focus Partners Australia & Escala Partners | Sydney, New South Wales, AU

Posted 4 days ago

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Description

Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, and managing portfolio transactions. You will contribute to a high-quality client experience across Sydney operations.

The role involves processing, documentation, and collaboration with Middle Office and Investment teams to ensure timely outcomes for clients.


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