Family Office Associate: Portfolio Strategy & Client Service (Adelaide)

Family Office Associate: Portfolio Strategy & Client Service (Adelaide)

11 Oct
|
William Buck
|
Adelaide

11 Oct

William Buck

Adelaide

William Buck invites applications for a Family Office Associate to support high-quality family office and investment administration services.
You will handle portfolio administration, reporting, compliance, and client service, coordinating with internal and external stakeholders.
You will collate client data, assist with reports, committee support, and portfolio changes, ensuring AML/CTF compliance and accurate data in Xplan.
A practical, organized communicator will thrive here.
#J-*****-Ljbffr

📌 Family Office Associate: Portfolio Strategy & Client Service (Adelaide)
🏢 William Buck
📍 Adelaide

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