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.
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 (Australia)
🏢 William Buck
📍 Australia
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