Client Services Administrator - Family Office

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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 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.

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:
Your Role:
Are you an organised, proactive individual with a passion for providing exceptional administrative support? Join our dynamic Family Office team and contribute to a collaborative and client-focused environment!

What your day might look like:

• Support monthly team meetings, including preparing agendas, attending, and recording minutes.
• Prepare advisor packs for new clients, manage updates to client details in XPlan and liaise with third-party investment and insurance providers.
• Arrange team travel and accommodation.
• Organise appointments, room bookings, and coordinate scheduling for the division.
• Coordinate client events, including coffee, catering, and hospitality arrangements.
• Word process reports, letters of advice, minutes, tenders, and general correspondence (including drafting routine letters).
• Maintain accurate electronic and hard copy filing of documents and correspondence.
• Prepare proposals, pitches, and assist with client billing.
• Facilitate preparations for integrated services meetings.
• Manage and process cash transfers.
• Handle additional duties as assigned.

Skills and Experiences:
What makes you ‘just right’:

• Certificate IV in Business Administration or relevant experience.
• Strong attention to detail with a commitment to high work standards.
• Demonstrated experience in a similar role within professional services is highly regarded.
• Proficiency in the following software:
• XPlan, Coin, Adviser Logic, and Microsoft Office Suite (with solid experience, particularly in Word and Excel).
• Outstanding organisational and time management abilities.
• Ability to work autonomously and handle competing priorities without micromanagement.
• Excellent communication skills to liaise with internal teams, clients, and external providers.

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, 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.
• Flexible work arrangements to suit individual needs.

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.