Join to apply for the Xplan & Systems Support Officer role at William Buck
Posted: 02/05/2025Closing Date: 03/06/2025Job Type: Permanent - Full TimeLocation: AdelaideJob Category: Banking and Financial Services
William Buck has provided exceptional accounting and advisory services for over 125 years. We value talent and growth, believe careers are personal, and respect individual aspirations. Join a company where you matter.
Job Description
As the Xplan & Systems Support Officer, you will support and maintain systems and software within our Wealth Advisory team. This role is ideal for someone with strong technical skills and a passion for process improvement in financial services.
Key Responsibilities
Implement projects, deliver training, and provide ongoing support.
Analyze and improve system performance; automate processes.
Maintain templates, processes, and client databases.
Manage onboarding/offboarding of staff and link new clients/products.
Troubleshoot data and technical issues, escalate as needed.
Coordinate Innovation Committee meetings.
Liaise with teams and software providers for maintenance and updates.
Develop and maintain procedure guides, disaster recovery plans, and IT policies.
Track and report workflow, compliance, and performance metrics.
Monitor online client access and digital interactions.
Provide customer support and resolve queries promptly.
Identify risks and opportunities for improvement, and recommend solutions.
Collaborate with the IT Advisory Group on firm-wide improvements.
About You
Desired Skills and Experience
Degree in Financial Planning, Commerce, Finance, IT, or 3+ years relevant experience.
Experience in systems support, preferably in financial services.
Knowledge of Xplan or similar systems; experience with workflow/process building.
Advanced skills in MS Office (including Macros), APS (or similar CRM), Zoom, and Virtual Cabinet (Desirable).
Strong problem-solving, communication, and stakeholder management skills.
Financial services/paraplanning experience is a plus but not essential.
Additional Information
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Information Technology
Industry: Accounting
#J-18808-Ljbffr