Your new role…

This part- time 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 Team 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….

- Availability to work part time
- Relevant academic qualifications
- Minimum of 5 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 organizational skills
- Excellent attention to detail
- A high level of confidentiality and accountability

Why Koda…

Koda is a place for people who want to make a meaningful impact on clients, on each other and on 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 collegiate workplace culture is founded on three simple but non-negotiable values: quality, courage and integrity. They guide our behaviors as individuals, teams and as a partnership, and they inform the way we select our people.

At Koda, we believe 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…………

- CBD office location
- Learning and development opportunities
- Inclusive leave entitlements, including paid parental leave, study and exam leave and one day of paid leave per year to participate in Cultural and Ceremonial activities and events.
- Two paid volunteer days to give back to your community
- 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
- Free wellness initiatives to support you to be your best – such as mindfulness and mental health education
- Monthly mobile phone and home internet allowance
- Free Employee Assistance Program for you and your immediate family members.
- 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

📌 Associate (Sydney)
🏢 Koda Capital
📍 Sydney