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← Focus Financial Partners

Escala - Wealth Management - Graduate Opportunity

Focus Financial Partners
Location
Sydney, New South Wales, Australia; Melbourne, Victoria, Australia
Posted
1 month ago
Department
Practice Management & Operations
What they actually want (must-haves)
  • Bachelor’s degree in Commerce, Business, Finance or a related field, or equivalent relevant work experience
  • High attention to detail and accuracy in data handling
  • Proficiency with MS Excel and experience using investment platforms
  • Strong organisational and time management skills, with ability to manage multiple routine tasks
  • Effective communicator with collaborative, service-oriented mindset
Nice to have
  • Prior experience supporting investment management or wealth management teams preferred
  • Familiarity with automation or process improvement tools
  • Strong understanding of investment operations and account administration
What the job really is

The Middle Office Operations Analyst role focuses on managing administrative and operational processes to enhance client experience in wealth management. Daily tasks include client onboarding, asset transfers, data entry, and maintaining databases, while also streamlining processes and ensuring compliance. The position serves as a liaison between front and back office teams, allowing client-facing staff to concentrate on their priorities.

Things to weigh
  • Role is open to graduates and students, indicating a focus on entry-level candidates
  • No specific salary or benefits information provided
  • Position involves routine tasks which may not appeal to those seeking more dynamic roles
Job score2.4/5
Benefits1/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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