Family Office Paraplanner: Portfolio & Report Specialist

William Buck SA

Adelaide

Sur place

AUD 70 000 - 100 000

Plein temps

14 jours+

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Avantages offerts par ce poste

End-of-trip facilities

Discounted parking

Flexible dress code

Résumé du poste

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/IressFE experience. Opportunity to grow within a dynamic, advisory-focused firm.

Qualifications

1–2+ years’ experience in administrative or client support roles.
Relevant qualifications in Commerce, Accounting, Finance, Economics or related discipline are highly regarded.
Experience in professional services, financial services, banking or investment environments is beneficial.
Excellent written and verbal communication skills.

Responsabilités

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 and minutes.
Maintain accurate client data in Xplan and prepare background materials for meetings.
Provide proactive, professional and responsive client service.
Identify cross-selling opportunities within the client base.