Family Office Coordinator
Job Location: Adelaide
Employer: WILLIAM BUCK
Forget the ‘number crunching’ stereotype, our firm is 100% people focussed. Our bold brand promise ‘Changing Lives’ recognises the difference our people make in the lives of their clients, colleagues and wider community. And it is more than just a brand promise, it is part of the fabric of the firm, and is supported by everyone in the organisation from graduates to our Managing Director.
This is a fantastic opportunity for someone with experience in the financial services sector, especially working with high net worth clients.
William Buck Family Office is an extension of our highly successful Wealth Advisory Division that continues to be the trusted advisor for many of South Australia’s leading business families.
William Buck Family Office is a premium service that is ideal for clients who own or run highly successful businesses, are well established investors or members of multi-generational family businesses.
Our clients require a highly tailored and specialised level of service, which may include:
- Sophisticated investment advice
- Succession and estate planning
- Taxation structure assistance or education
- Guidance for the next generation
As a pivotal team member, your responsibilities include coordinating all Family Office client reviews and other Family Office tasks as required.
You will assist in the Family Office business development program and internal communications including pitches, internal meetings and marketing documents i.e. tenders.
You will complete clients’ cash balances and investment purchase/sale settlements.
You will coordinate and attend internal meetings with all required stakeholders.
You will also be a member of the Investment Committee and be expected to maintain the Family Office Approved Product listing.
You will also carry out investment related work as required by Directors and Principals.
You will have:
- A relevant Bachelor’s, Graduate Diploma or Master’s Degree
- Investment or Accounting knowledge is desirable
- Strong systems skills and investment knowledge is highly regarded.
- A valid driver’s licence as the role requires regular site visits to clients
- Excellent organisational and time management skills
- Be able to maintain professional competence through continuous training as required.
- High levels of professionalism and can work autonomously as well as in a team.
- Excellent verbal and written communication skills.
Previous experience in a Family or Private Office role is highly advantageous.
About William Buck
We are dedicated to our people.
We love to see our team members do and achieve amazing things. We are committed to investing in our people and providing them with a positive and fulfilling employee experience at William Buck.
We have a fantastic wellness program which includes training programs, sponsored fitness events, yoga and stretching classes, health seminars, massages, EAP and more. Plus we have access to discounts for gym membership.
We also provide our people with regular opportunities to engage in â€œpersonal developmentâ€ sessions where they can learn a new skill i.e. photography, gardening, wine appreciation classes and more!
Our office is in a fantastic central location for easy access to public transport, Adelaide Central Markets, Peel and Leigh Street bars/dining and Rundle Mall is only a short walk away.
We have a strong culture of learning and provide our people with numerous technical training opportunities as well as self-curated learning pathways to ensure career progression and upskilling across all levels.
If you think you have what it takes, we want to hear from you.
Please click Apply Now to provide your Cover Letter and CV. For a confidential conversation about the role, please contact the P&C team on 8409 4333.
We look forward to hearing from you soon.
Note, this role is subject to successful completion of a police clearance.