At a Glance
- Tasks: Support clients and advisers, ensuring top-notch service and communication.
- Company: Koda Capital, a leader in independent wealth management.
- Benefits: Hybrid work, generous leave, tailored development plans, and equity opportunities.
- Other info: Join a fun, inclusive culture with community engagement and social events.
- Why this job: Make a meaningful impact while growing your career in a supportive environment.
- Qualifications: 3 years' experience, strong communication skills, and proficiency in Microsoft Office.
The predicted salary is between 62100 - 75900 $ per year.
We currently have a new 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 service to clients and will be involved in face-to-face and phone-based client interactions.
A typical day will
See you supporting your Adviser by assisting with client queries and needs and liaising with third-party service providers such as accountants and lawyers.
Koda’s clients include wealthy individuals & families as well as charities & charitable foundations.
- What you will bring
- Minimum of 3 years' experience in a similar role
- Paraplanning and retail advice experience would be highly regarded
- Exceptional communication skills, both written and verbal
- Proficiency in Microsoft Office Applications (especially excel)
- Strong administration and organisational skills
- Excellent attention to detail
- A high level of confidentiality and accountability
Koda is a place for people who want to make a meaningful impact - to clients, to each other, and to the community.
We bring together ambitious self‑starters who thrive with autonomy, work collaboratively, and take pride in shared ownership.
At Koda, you are trusted, supported, and empowered to shape your career in a firm that embraces its culture, independence, purpose and the outcomes we deliver for clients.
Our 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.
At Koda we believe that 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.
- And there's more
- Sydney CBD location
- Hybrid Working arrangements
- A learning and development plan tailored for your career ambitions and pathway
- Generous leave provisions
- Annual Koda day
- 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
- Monthly mobile phone and wi-fi allowance
- Two paid volunteer days to give back to your community
- 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 elephants we can explain at your interview.
- #J-18808-Ljbffr
Associate in Sydney employer: Koda Capital
Koda is an exceptional employer for those looking to make a meaningful impact in the investment sector. With a strong focus on employee growth, our tailored learning and development plans, generous leave provisions, and unique opportunities like equity participation and community engagement initiatives create a supportive and empowering work environment. Located in the vibrant Sydney CBD, we foster a collaborative culture built on quality, courage, and integrity, ensuring that every team member thrives while contributing to our clients' success.
