We currently have a recent 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-*****-Ljbffr

📌 Associate (New South Wales)
🏢 Koda Capital
📍 New South Wales