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.
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Ideal candidates bring 1–2+ years in similar roles, qualifications in Commerce/Accounting/Finance/Economics, and robust MS Office and Xplan/IressFE experience. Chance to grow within a agile, advisory-focused firm.
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