In-Demand Family office associate Jobs in Parafield Sa

Family Office Associate
William Buck SA —Greater Adelaide SA
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick Apply
15h
Consultant / Associate Advisory | SA
TSA Riley —Greater Adelaide SA
- Hybrid work
- Management
- Writing skills
- Finance
9d
Loss Prevention Associates - SA
TJX Australia —Kilburn SA
- Full-time
- Customer service
- Computer skills
- Annual leave
- Employee assistance program
Management Opportunities - South Australia
TK Maxx —West Beach SA
- Weekend availability
- Merchandising
- Leadership
- Annual leave
- Employee discount
Sales Associate - Weeks Homes
NEX Building Group —Keswick SA
- Weekend availability
- Sales
- Customer service
- Organisational skills
- Health insurance
- Parental leave
14d
Assistant Store Manager
TK Maxx —Kilburn SA
- Full-time
- Management
- Merchandising
- Employee discount
Senior Associate - Audit
EY —Greater Adelaide SA
- $66,500 - $113,000 a year
- Recruiting
- Communication skills
- Negotiation
- Parental leave
Sales Associate
Hickinbotham Group —Adelaide SA
- Weekend availability
- Communication skills
- Negotiation
- Time management
10d
Store Manager
TK Maxx —West Lakes SA
- Full-time
- Annual leave
- Employee discount
Associate Director – Architecture (NSQEP)
AECOM —Greater Adelaide SA
- Full-time
- Hybrid work
- Leadership
- Communication skills
Loss Prevention Associate
TJX Australia —West Beach SA
- Full-time
13d
ILS Principal Technical Officer
ASC Pty Ltd —Osborne SA
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
- Parental leave
Associate Director - Project Architect (NSQEP)
AECOM —Greater Adelaide SA
- Full-time
- Hybrid work
- Leadership
Lead Civil Designer - Defence
AECOM —Adelaide SA
- Full-time
- Hybrid work
- AutoCAD
- Engineering
- Associate degree
Senior Civil Designer, Defence
AECOM —Adelaide SA
- Full-time
- Hybrid work
- AutoCAD
- Engineering
- Associate degree
Associate Director - Structural Engineer (NSQEP)
AECOM —Greater Adelaide SA
- Full-time
- Hybrid work
- Research
- Master's degree
- Bachelor's degree
Managing Principal
Marsh —Adelaide SA
- Full-time
- Hybrid work
- Communication skills
Associate Primary Engineer
Jacobs —Greater Adelaide SA
- Hybrid work
- Electrical experience
- Parental leave
Associate Director - Mechanical (Buildings)
AECOM —Greater Adelaide SA
- Full-time
- Hybrid work
- Leadership
- Communication skills
Associate Cable Engineer
Jacobs —Greater Adelaide SA
- Hybrid work
- Parental leave

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family office associate jobs near parafield sa

Family Office Associate

William Buck SA
Greater Adelaide SA

Quick Apply

Job Details

Permanent | Full-time
15 hours ago

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

family office associate jobs in parafield sa

Family Office Associate

Consultant / Associate Advisory | SA

Loss Prevention Associates - SA

Management Opportunities - South Australia

Sales Associate - Weeks Homes

Assistant Store Manager

Senior Associate - Audit

Sales Associate

Store Manager

Associate Director – Architecture (NSQEP)

Loss Prevention Associate

ILS Principal Technical Officer

Associate Director - Project Architect (NSQEP)

Lead Civil Designer - Defence

Senior Civil Designer, Defence

Associate Director - Structural Engineer (NSQEP)

Managing Principal

Associate Primary Engineer

Associate Director - Mechanical (Buildings)

Associate Cable Engineer

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