Transitions Analyst – Advice Operations
Selling Points
- Fast-track your career and broaden your horizon in wealth management operations.
- Dynamic project environment with broad cross-functional exposure.
- Flexible location (Sydney, Melbourne, or Brisbane) with hybrid working.
The Company
A leading Australian wealth manager dedicated to high-net-worth advice and client service. Offers a collaborative, high-performing culture with strong leadership.
The Role
A detail-driven 12-month contract supporting the operational mechanics of onboarding new financial advisors and transitioning their clients. You will chunk up client data, coordinate advice document templates, map account structures, and resolve processing gaps with internal teams.
Your Experience
- Background as an Advice Associate, Paraplanner, Operations Specialist, or Remediation Analyst.
- Solid understanding of practice operations, advice documentation, and platform mechanics.
- Strong analytical skills, attention to detail, and a practical approach to problem-solving.
To apply online, please click on the appropriate link.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
