We are looking for an experienced and motivated Adviser Support team player to join our team. This is an opportunity to work closely with experienced Advisers and play an important role in delivering an exceptional client experience. The role..... You will provide high-quality administrative, operational and client service support, helping ensure the seamless delivery of advice and investment services. You will be involved in a broad range of activities, including:
• Proactive administration and execution of all daily activities.
• Coordinating client meetings, preparing documentation and managing follow-up actions.
• Assisting with client onboarding, account establishment and ongoing administration.
• Preparing correspondence, presentations and client documentation.
• Supporting investment administration, portfolio-related activities and transaction processing.
• Maintaining accurate client records and ensuring compliance requirements are met.
• Liaising with internal teams and external service providers to ensure an efficient and responsive client experience. About you.... You are a proactive, organised and administrative-focused professional who takes pride in delivering work to a high standard. You will ideally bring:
• 5+ years' administration experience in financial services, private wealth, financial planning or a similar client service workplace.
• Experience supporting Advisers, Relationship Managers or investment professionals.
• A strong understanding of financial services administration and client service processes.
• Excellent organisational skills and the ability to manage competing priorities.
• Strong written and verbal communication skills.
• Exceptional attention to detail, accuracy and follow-through.




• A professional and discreet approach when dealing with confidential client information.
• A collaborative mindset and willingness to take ownership and initiative. 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 behaviours 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 location.
• A learning and development plan tailored for your career ambitions and pathway.
• Generous leave provisions.
• Annual Koda day.
• 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, enabling Koda team members to connect with and support the communities around us.
• And lots of elephants……we can explain at your interview

📌 Adviser Support (Melbourne)
🏢 Koda Capital
📍 Melbourne