14 Oct
|
William Buck
|
Australia
14 Oct
William Buck
Australia
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.
Reporting to Advisors and Partners, you will maintain client data in Xplan, prepare statements, assist the Investment Committee, and help identify cross-selling prospects while delivering proactive client service.
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📌 Paraplanner, Family Office & Investments Adelaide (Australia)
🏢 William Buck
📍 Australia