At a Glance
- Tasks: Support family office services by managing portfolio data and preparing insightful reports.
- Company: Join William Buck, a dynamic firm focused on advisory excellence.
- Benefits: Opportunity for career growth in a supportive environment with competitive remuneration.
- Other info: Strong MS Office and Xplan/IressFE skills are essential for success.
- Why this job: Make a real impact in investment administration while collaborating with industry experts.
- Qualifications: 1-2+ years in similar roles with qualifications in Commerce/Accounting/Finance/Economics.
The predicted salary is between 47250 - 57750 $ per year.
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.
Ideal candidates bring 1–2+ years in similar roles, qualifications in Commerce/Accounting/Finance/Economics, and strong MS Office and Xplan/Iress FE experience.
Opportunity to grow within a dynamic, advisory-focused firm.
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Family Office Paraplanner: Portfolio & Report Specialist in Adelaide employer: William Buck SA
William Buck is an exceptional employer that fosters a collaborative and supportive work culture, ideal for those looking to thrive in the family office and investment administration sector. With a strong focus on employee growth, you will have access to ongoing professional development opportunities while working alongside experienced advisors and fund managers in a vibrant environment. Located in a dynamic city, this role offers the chance to make a meaningful impact while enjoying a balanced work-life experience.
