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

Typical day

See you supporting our adviser teams 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 and charities & charitable foundations.

What you will bring

- 2-3 years relevant experience
- Aligned academic qualifications
- A proven interest in the investment advisory landscape
- Prepared to understand, learn and master the transactions required of an adviser support role
- Curiosity, attention to detail and a high level of confidentiality and accountability




- A willingness to learn and develop towards a longer-term advisory career path

Benefits

- 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 prospect 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

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📌 Associate (Brisbane City)
🏢 Koda Capital
📍 Brisbane City