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 chance 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)
🏢 Koda Capital
📍 Brisbane