Transition Analyst

Transition Analyst

• Drive seamless onboarding experiences in high-net-worth wealth management
• Accelerate your career with a leading, growth-oriented financial services firm
• Leverage cutting-edge tools, including AI, in a collaborative, supportive culture

The Company

A premier Australian financial services institution renowned for delivering tailored advice, private client solutions, and corporate trust services. Operating at the top tier of the market, the firm fosters a high-performance culture that values innovation, ethical standards, and continuous improvement.

The Role Working alongside a dedicated manager, you will play a critical operational role in executing friction-free onboarding plans for new financial advisers and their transitioning clients. You will own key project milestones, curate repeatable training processes, refine client collateral, and collaborate across business units to eliminate operational bottlenecks.

Your Experience

• Degree in Accounting, Economics, Business, Law, or a related field.
• Minimum 2 years of experience within a wealth management or personal advice firm.
• Hands-on exposure to client/adviser onboarding, operational workflows, or project coordination.
• Solid understanding of the regulatory framework governing retail financial advice.
• Strong multi-tasking abilities, sharp attention to detail, and familiarity with tools like Salesforce.

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.