Posted: 07/08/2026Closing Date: 12/09/2026Job Type: Permanent - Full TimeLocation: AdelaideJob Category: Banking and Financial ServicesWilliam Buck, more than advisors:We understand that exceptional advice comes from passionate people who thrive in an setting where they feel empowered to shape outcomes.
That's why at William Buck, we've created what we like to call the 'Just Right' model – a top tier firm that's just the right size to ensure every employee has a tangible impact.
William Buck is the perfect place to start, grow or take your career to the next level.
Be part of a dynamic team that prides itself on delivering advice that makes a difference.William Buck is a leading network of Chartered Accountants and Advisors, established in ****, with over 150 partners and 1,200 professional staff across 10 offices in Australia and New Zealand, focusing on deeply understanding clients' needs and tailoring solutions that go beyond traditional accounting and advisory services.Job DescriptionThe OpportunityIn this role, you will embrace the position of a Family Office Graduate, working closely with our Advisors and Associate team members.
You will play an important role in supporting client investment administration, including processing applications, responding to queries, and building your expertise in investment-related processes.
You will also gain valuable exposure to portfolio reporting, implementation activity and broader family office operations.Working as part of a close-knit and supportive team, you will benefit from comprehensive on-the-job training,



exposure to experienced professionals, and genuine opportunities to grow and progress your career in Family Office.ResponsibilitiesCollate and review data relating to client investment portfoliosAssist with report writing, including Investment Policy Statements, portfolio reports and strategic asset allocation recommendationsSupport the Family Office Investment Committee with agendas, fund manager coordination, minutes and action itemsAssist with implementation of portfolio changes following review processesMaintain accurate client data in XplanPrepare and lodge fee consent applications and support administrative compliance requirementsEnsure AML/CTF requirements are met and records remain currentLiaise with family office fund managers and other service providersPrepare background materials for Advisor and Partner meetingsProvide proactive, professional and responsive client serviceAssist Advisors and Partners in identifying cross‐selling opportunities within the client baseDesired Skills And ExperienceWhat makes you 'just right'To be successful in this role, you will bring:Relevant qualifications in Commerce, Accounting, Finance,



Economics or a related discipline will be highly regardedA passion for client service, attention to detail and relationship buildingA genuine interest in investments, markets and delivering quality outcomes for clientsA willingness to learn, contribute and apply yourselfA positive, can‐do attitudeWhat Makes Us 'just Right'A permanent opportunity within the divisionA supportive induction program with structured training, hands‐on learning and a dedicated buddyExposure to a diverse range of clients, industries and investment mattersThe opportunity to work closely with senior team members and learn from experienced professionalsInvolvement across different areas of the firm and exposure to services that make a genuine difference in clients' livesValuable experience supporting sophisticated family office and investment workExposure to leading industry platforms and external providers including Xplan, FE Analytics, Lonsec, Morningstar, Mason Stevens Equities Desk, Karri Asset Advisors and Aequitas Investment PartnersVolunteering and networking opportunitiesA clear progression framework to support your ongoing professional and personal growthDress for your day policyDiversity, equity and inclusion statement:William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodations in order to participate fully in our recruitment process.
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📌 Family Office Graduate (Adelaide)
🏢 William Buck
📍 Adelaide