Focus Partners Australia is seeking an Associate, Wealth Management in Sydney to support Advisors by coordinating advice processes, preparing proposals, reviewing documentation, and managing portfolio transactions to ensure a premier client experience.
You will assist with meeting preparation, client inquiries, and portfolio reporting while maintaining robust records and compliance with the firm's policies.
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📌 Wealth Management Associate: Proposals & Client Experience (New South Wales)
🏢 Focus Financial Partners
📍 New South Wales
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