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 just the right size 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.
Job Description
The Opportunity
In this role, you will embrace the position of a Family Office Graduate, working closely with our Advisors and Associate team members. You will play an important role in supporting client investment administration, including processing applications, responding to queries, and building your expertise in investment-related processes. You will also gain valuable exposure to portfolio reporting, implementation activity and broader family office operations.
Working as part of a close-knit and supportive team, you will benefit from comprehensive on-the-job training, exposure to experienced professionals, and genuine opportunities to grow and progress your career in Family Office.
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 met and records remain current
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
Desired Skills and Experience
What makes you ‘just right’
To be successful in this role, you will bring:
Relevant qualifications in Commerce, Accounting, Finance, Economics or a related discipline will be highly regarded
A passion for client service, attention to detail and relationship building
A genuine interest in investments, markets and delivering quality outcomes for clients
A willingness to learn, contribute and apply yourself
A positive, can-do attitude
What makes us ‘just right’
A permanent opportunity within the division
A supportive induction program with structured training, hands-on learning and a dedicated buddy
Exposure to a diverse range of clients, industries and investment matters
The opportunity to work closely with senior team members and learn from experienced professionals
Involvement across different areas of the firm and exposure to services that make a genuine difference in clients’ lives
Valuable experience supporting sophisticated family office and investment work
Exposure to leading industry platforms and external providers including Xplan, FE Analytics, Lonsec, Morningstar, Mason Stevens Equities Desk, Karri Asset Advisors and Aequitas Investment Partners
Volunteering and networking opportunities
A clear progression framework to support your ongoing professional and personal growth
Dress for your day policy
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.
To join our team, please click ‘Apply Now’ today – we are waiting to meet with you!
