Job Description
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.
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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