William Buck is a leading network of Chartered Accountants and Advisors in Australia and Current Zealand. The Review Paraplanner role supports family office and investment administration, including data collation, report writing, compliance, and stakeholder coordination.
n
Reporting to Advisors and Partners, you will maintain client data in Xplan, prepare statements, assist the Investment Committee, and help identify cross-selling opportunities while delivering proactive client service.
#J-18808-Ljbffr
📌 Paraplanner, Family Office & Investments (Adelaide)
🏢 William Buck
📍 Adelaide
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.