In-Demand Finance Jobs in Adelaide, Sa

Family Office Associate (Investments)
William Buck SA —Greater Adelaide SA
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick Apply
Management Accountant
SkyCity Entertainment Group —Greater Adelaide SA
- Microsoft Excel
- ERP systems
- Finance
- Commuter assistance
- Health insurance
1d
Account Manager Credit Limits
National Credit Insurance —Greater Adelaide SA
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Work from home
- Parental leave
7d
Accounts Payable | Senior Associate
PWC Australia —Adelaide SA
- Communication skills
7d
Senior Business Banking Manager - Business & Private Bank - Adelaide
ANZ Banking Group —Greater Adelaide SA
- Full-time
- Management
- Business development
- Bachelor's degree
6d
Financial Controller
Viva Energy Australia —Norwood SA
- Full-time
- Communication skills
Quick Apply
5d
Executive, Sales and Investments
DAE-Jones Lang LaSalle (SA) Pty Ltd —Adelaide SA
- Full-time
- CRM software
- Microsoft Excel
- Salesforce
Quick Apply
Health Banking Manager, Adelaide
NAB —Greater Adelaide SA
- Full-time
- Management
- Customer service
- Communication skills
5d
Cybersecurity Analyst
City of Salisbury —Salisbury SA
- Contract
- Computer Science
- Bachelor's degree
- AI
- Free parking
- Employee assistance program
Quick Apply
14d
Principal Finance Officer
SA Health —Adelaide SA
- $116,089 - $125,490 a year
- Full-time
13d
Cyber Security Senior Analyst
ASC Pty Ltd —Osborne SA
- Full-time
- Parental leave
14d
Financial Counsellor / Financial Capability Worker
AnglicareSA —Elizabeth SA
- Part-time
- Health insurance
- Parental leave
Quick Apply
Mortgage Broker - Adelaide
Aussie —Greater Adelaide SA
- Full-time
- Hybrid work
- Sales
- Customer service
- Finance
Quick Apply
TEMPORARY SSO3 - WIRREANDA SS - FINANCE TEAM LEADER
Department for Education, South Australia —Morphett Vale SA
- $85,566 - $92,870 a year
- Part-time
1d
Maintenance Engineering Analyst: ILS/IPS
BAE Systems —Osborne SA
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Maintenance
Systems Analyst *Australian Citizens Only*
FinXL —Greater Adelaide SA
- Contract
- Management
- Analysis skills
- Agile
General Manager Revenue | Experiences & Attractions
Journey Beyond —Greater Adelaide SA
- Full-time
- Hybrid work
- Management
- Finance
- Analysis skills
- Parental leave
- Employee assistance program
Quick Apply
1d
In-store Mortgage Brokers - Blackwood
Aussie —Blackwood SA
- Contract
- Sales
- Customer service
- Finance
Quick Apply
Retail Mortgage Broker - South Australia
Aussie —Greater Adelaide SA
- Contract
- Sales
- Customer service
- Finance
Quick Apply
Account Executive
Marsh —Adelaide SA
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills

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Family Office Associate (Investments)

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

finance jobs in adelaide, sa

Family Office Associate (Investments)

Management Accountant

Account Manager Credit Limits

Accounts Payable | Senior Associate

Senior Business Banking Manager - Business & Private Bank - Adelaide

Financial Controller

Executive, Sales and Investments

Health Banking Manager, Adelaide

Cybersecurity Analyst

Principal Finance Officer

Cyber Security Senior Analyst

Financial Counsellor / Financial Capability Worker

Mortgage Broker - Adelaide

TEMPORARY SSO3 - WIRREANDA SS - FINANCE TEAM LEADER

Maintenance Engineering Analyst: ILS/IPS

Systems Analyst Australian Citizens Only

General Manager Revenue | Experiences & Attractions

In-store Mortgage Brokers - Blackwood

Retail Mortgage Broker - South Australia

Account Executive

I want to receive the latest job alert for finance in adelaide, sa

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