Associate, Wealth Management
Focus Partners Australia & Escala Partners
Sydney, New South Wales, Australia
Focus Partners Australia & Escala Partners
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Position Summary
The Supervisor is a senior technical and delivery-focused role with high client interaction. The role is responsible for reviewing work, providing technical guidance, supporting workflow management, and actively participating in client meetings. The Supervisor plays a key role in maintaining quality standards and supporting the development of junior team members.
This role is located in Sydney, New South Wales, Australia.
Primary Responsibilities
Client Engagement
Accounting, Taxation & Review
Team Support & Workflow
Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.
About Focus Partners Australia
Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.
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Focus Partners Australia & Escala Partners
Sydney, New South Wales, Australia
Focus Partners Australia & Escala Partners
Sydney, New South Wales, Australia
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