Family Office Paraplanner: Portfolio & Report Specialist Adelaide

Family Office Paraplanner: Portfolio & Report Specialist Adelaide

02 Oct
|
Elmo
|
Adelaide

02 Oct

Elmo

Adelaide

William Buck is seeking a Review Paraplanner to support high-quality family office and investment administration services.
You will handle portfolio data, prepare reports, and assist with compliance and client service while coordinating with advisors and fund managers.
Ideal candidates bring 1–2+ years in similar roles, qualifications in Commerce/Accounting/Finance/Economics, and robust MS Office and Xplan/IressFE experience.
Prospect to grow within a energetic, advisory-focused firm.
J-*-Ljbffr

📌 Family Office Paraplanner: Portfolio & Report Specialist Adelaide
🏢 Elmo
📍 Adelaide

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