Review Paraplanner
Core
Supporting the delivery of high-quality family office and investment administration services through portfolio administration, report preparation, and compliance support.
Role type
Mid-level administrative and compliance support specialist (Family Office)
Builds
Investment reports, policy statements, and compliant client data records
Domain
Financial services / Family Office / Investment Administration
Deliverable
dashboards & analysis
Required skills
Portfolio administration, report writing, compliance support, client data management, stakeholder coordination, AML/CTF knowledge, Microsoft Office Suite, investment platform proficiency
Preferred skills
Qualifications in Commerce, Accounting, Finance, or Economics; experience in professional services, banking, or investment environments
Technologies
Xplan, IressFE, Analytics
Responsibilities
Collate and review client investment portfolio data; Assist with writing Investment Policy Statements and portfolio reports; Support the Family Office Investment Committee with agendas and minutes; Maintain accurate client data in Xplan; Prepare and lodge fee consent applications; Ensure AML/CTF requirements are current; Liaise with fund managers and service providers; Prepare background materials for Advisor meetings.
Seniority
Junior to Mid-level, hands-on IC