21 Aug
|
William Buck
|
New South Wales
21 Aug
William Buck
New South Wales
Job Description
William Buck SA is seeking a Family Office Associate to support high-quality family office and investment administration services. You will help with portfolio administration, reports, compliance, and client service, coordinating with internal and external stakeholders.
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Reporting to Advisors and Partners, you will collate data, assist with reports, support committee activities, and maintain client data in Xplan, while ensuring AML/CTF compliance and cross-selling opportunities within the client
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📌 Family Office Associate - Mentorship & Growth (New South Wales)
🏢 William Buck
📍 New South Wales