William Buck is seeking a Family Office Associate in Adelaide to support high-quality family office and investment administration services. You will handle portfolio administration, report preparation, compliance support, and client service, coordinating with internal and external stakeholders.
In this role you will collate data, prepare investment policy statements, support the Investment Committee, maintain client data in Xplan, and assist with cross-selling opportunities within the client
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📌 Family Office Associate: Investment Admin & Client Service (Adelaide)
🏢 Elmo
📍 Adelaide