Family Office Associate: Investment Admin & Client Service

William Buck SA; Adelaide; On-site; AUD 70,000 - 95,000; Full time

Benefits offered by this job

End-of-trip facilities

Discounted parking

Flexible dress code

Job summary

William Buck is seeking a Family Office Associate in Adelaide to support high-quality family office and investment administration services. You will handle portfolio administration, report preparation, compliance support, and client service, coordinating with internal and external stakeholders.

In this role you will collate data, prepare investment policy statements, support the Investment Committee, maintain client data in Xplan, and assist with cross-selling opportunities within the client

Qualifications

• 1–2+ years’ experience in a similar administrative or client support role.
• Qualifications in Commerce, Accounting, Finance or related discipline highly regarded.
• Experience in professional services, financial services, banking or investment environments.
• Proficient with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with Xplan / IressFE and Analytics or similar investment platforms.
• Excellent written and verbal communication, organisation and attention to detail.

Responsibilities

• Collate and review data relating to client investment portfolios.
• Assist with report writing, including Investment Policy Statements and portfolio reports.
• Support Investment Committee with agendas, fund manager coordination, minutes and actions.
• Assist with portfolio changes following review processes.
• Maintain accurate client data in Xplan.
• Prepare and lodge fee consent applications and support compliance requirements.
• Ensure AML/CTF requirements are current and up to date.
• Liaise with family office fund managers and other service providers.
• Prepare background materials for Advisor and Partner meetings.
• Provide proactive, professional and responsive client service.
• Assist Advisors and Partners in identifying cross-selling opportunities within the client base.

Skills

Office administration

Client support

Finance basics

Communication

Time management

Education

Commerce/Accounting/Finance degree

Tools

Xplan / IressFE

Job description

William Buck is seeking a Family Office Associate in Adelaide to support high-quality family office and investment administration services. You will handle portfolio administration, report preparation, compliance support, and client service, coordinating with internal and external stakeholders.

In this role you will collate data, prepare investment policy statements, support the Investment Committee, maintain client data in Xplan, and assist with cross-selling opportunities within the client