Operations Manager - Financial Planning

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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 'Goldilocks' 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:
What your day might look like:

• Overseeing Family Office operations and ensuring alignment with business objectives and client service standards.
• Implementing strategic initiatives to refine workflows and administrative processes for optimal efficiency.
• Resolving escalated administrative issues and ensuring quality outputs in adherence to compliance requirements.
• Acting as the central liaison between the Administration team and Family Office senior management, driving seamless communication.
• Mentoring team members and providing tailored training to build high-performing administrative teams.
• Collaborating closely with Family Office advisors to ensure integrated solutions and outstanding client support.
• Contributing to a positive, inclusive, and collaborative workplace culture.

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

• A tertiary degree in Business Administration, Commerce, Finance or a related field.
• Minimum 2–3 years’ experience managing and leading teams in operational, professional services, or administrative environments.
• Desirable - coding ability in Python, SQL, VBA, or other relevant languages to enhance processes and reporting functionalities.
• Proven expertise in streamlining workflows and improving processes for enhanced efficiency.
• Experience in preparing and delivering detailed performance updates and reports to senior stakeholders.
• Exceptional interpersonal and communication skills with the ability to foster collaboration across internal teams, service providers, and clients.
• Strong leadership capabilities to train and mentor team members and integrate new employees seamlessly.
• Advanced organisational and prioritisation skills to meet deadlines and manage competing priorities effectively.

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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 team, 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.