In-Demand Experience associate Jobs in Parafield Gardens, Sa

Family Office Associate
William Buck SA —Greater Adelaide SA
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick Apply
SEASONAL Store Associate
The TJX Companies, Inc. —Kilburn SA
- Seasonal
- Employee assistance program
- Employee discount
23h
Senior Front Line Representative (Technical Sales Support)
Grundfos —Greater Adelaide SA
- CRM software
- Sales
- Customer service
Sales Associate - Weeks Homes
NEX Building Group —Keswick SA
- Weekend availability
- Sales
- Customer service
- Organisational skills
- Health insurance
- Parental leave
Travel Advisor - North Adelaide, SA
Travel Associates —North Adelaide SA
- $75,000 a year
- Part-time
- Employee discount
Sales Roles
TOOP+TOOP —Greater Adelaide SA
- Part-time
- Sales
- Customer service
- Microsoft Office
Full Time Chef
Orientai —Holden Hill SA
- $80,000 - $85,000 a year
- Full-time
- Customer service
- In-person
- Associate degree
Quick Apply
At Your Service Agent
Marriott International, Inc —Adelaide SA
- Full-time
- Hotel experience
- Resort
- Annual leave
- Employee assistance program
7d
Inside Sales Associate, STR - Australia
Domain Group —Greater Adelaide SA
- Monday to Friday
- Sales
- Customer service
- Business development
Loss Prevention Associates - SA
TJX Australia —Kilburn SA
- Full-time
- Customer service
- Computer skills
- Annual leave
- Employee assistance program
Retail Sales Associate -SA
Gold Buyers Central —Greater Adelaide SA
- $40,000 - $60,000 a year
- Urgently hiring
- Sales
- Customer service
- Marketing
- On-the-job training
Quick Apply
Associate, Corporate & Commercial
Cowell Clarke —Greater Adelaide SA
- Full-time
- Communication skills
- Health insurance
- Parental leave
13d
Mortgage Broker - South Australia
Aussie —Greater Adelaide SA
- Up to $300,000 a year
- Contract
- Remote
- Sales
- Customer service
- Finance
Quick Apply
Service Line Specialist - CX CRM
Cognizant —Greater Adelaide SA
- Full-time
- Hybrid work
- Sales
- Salesforce
- AWS
Field Research Associate - Adelaide
CoStar Group —Greater Adelaide SA
- Full-time
- Microsoft Office
- Education
- Bachelor's degree
Food & Beverage Attendant
Travel + Leisure Co. —Adelaide SA
- Weekend availability
- Customer service
- Communication skills
- Resort
- Professional development assistance
Quick Apply
13d
Insurance - Associate/Senior Associate
Mills Oakley —Greater Adelaide SA
- Full-time
- Analysis skills
- Communication skills
- Employee assistance program
- Referral program
14d
Associate Elective Pre Admission Coordinator (EPAC) - Surgical Services - WCH
SA Health —Adelaide SA
- $107,487 - $114,917 a year
- Part-time
- Nursing
- Clinic
- Leadership
- Commuter assistance
- Employee assistance program
9d
FSP- CRAII (Melb/ Sydney/ Brisbane)
サイネオス・ヘルス —Greater Adelaide SA
- Contract
- Remote
- Patient monitoring
- Bachelor's degree
- Patient care
12d
Porter/Valet - Part time
Marriott International, Inc —Adelaide SA
- Part-time
- Hotel experience
- Resort
- Office experience
- Annual leave
- Employee assistance program
1d

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Family Office Associate

William Buck SA
Greater Adelaide SA

Quick Apply

Job Details

Permanent | Full-time

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Financial services
Communication skills
Time management
Analytics

Full Job Description

Introduction:
William Buck, more than advisors: We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why at William Buck, we've created what we like to call the 'just-right' model – a top tier firm that's perfectly sized to ensure every employee has a tangible impact. William Buck is the perfect place to start, grow or take your career to the next level. Be part of a dynamic team that prides itself on delivering advice that makes a difference.

William Buck is a leading network of Chartered Accountants and Advisors, established in 1895, with over 150 partners and 1,200 professional staff across 10 offices in Australia and New Zealand, focusing on deeply understanding clients’ needs and tailoring solutions that go beyond traditional accounting and advisory services.

If you want to join a company where friendships are forged and careers made, then come on over to a place that's delivering more than just advice.

Description:
Description of the role:
Reporting to Advisors and Partners, the Family Office Associate will play a key role in supporting the delivery of high-quality family office and investment administration services. This position will involve portfolio administration, report preparation, compliance support, client service and coordination with internal and external stakeholders.

Key Responsibilities:
In this role, you will:

Collate and review data relating to client investment portfolios
Assist with report writing, including Investment Policy Statements, portfolio reports and strategic asset allocation recommendations
Support the Family Office Investment Committee with agendas, fund manager coordination, minutes and action items
Assist with implementation of portfolio changes following review processes
Maintain accurate client data in Xplan
Prepare and lodge fee consent applications and support administrative 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 and Experiences:
What makes you ‘just right’:
To be successful in this role, you will bring:

1–2+ years’ experience in a similar administrative or client support role
Relevant qualifications in Commerce, Accounting, Finance, Economics or a related discipline will be highly regarded
Previous experience in professional services, financial services, banking or investment environments
Experience with Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)
Experience with Xplan / IressFE and Analytics or similar investment platforms
Excellent written and verbal communication skills
Excellent organisational, time management and prioritisation skills
Strong attention to detail and the ability to manage multiple tasks effectively

What makes us ‘just right’:
At William Buck, we are more than just advisors. Everything we do is designed to have a positive impact—on our people, clients, and the broader community. Our mission is clear: to deeply understand our clients’ needs and deliver tailored solutions that go beyond traditional advisory services.

As part of our Family Office team, you’ll have the opportunity to work in an environment that values collaboration, personal growth, and innovation. We offer:

A vibrant workplace culture that encourages friendships and fosters professional excellence.
Pathways to mentorship and leadership opportunities to support your career development.
We offer convenient end-of-trip facilities, discounted parking, and a flexible dress code to match your workday.

Diversity, equity and inclusion statement:
William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.

Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodations in order to participate fully in our recruitment process.

Quick Apply

Refine Your Search

experience associate jobs in parafield gardens, sa

Family Office Associate

SEASONAL Store Associate

Senior Front Line Representative (Technical Sales Support)

Sales Associate - Weeks Homes

Travel Advisor - North Adelaide, SA

Sales Roles

Full Time Chef

At Your Service Agent

Inside Sales Associate, STR - Australia

Loss Prevention Associates - SA

Retail Sales Associate -SA

Associate, Corporate & Commercial

Mortgage Broker - South Australia

Service Line Specialist - CX CRM

Field Research Associate - Adelaide

Food & Beverage Attendant

Insurance - Associate/Senior Associate

Associate Elective Pre Admission Coordinator (EPAC) - Surgical Services - WCH

FSP- CRAII (Melb/ Sydney/ Brisbane)

Porter/Valet - Part time

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