Personal Assistant

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Description:
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 ten performing business 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.

Description of the role: We’re seeking a Personal Assistant to join our Business Advisory team. In this role you’ll collaborate with clients to tackle the challenges of running and growing their businesses. From financial management to strategic planning, you’ll play a key role in unlocking opportunities and shaping their futures.

What makes you ‘just right’:
5+ years’ experience in a professional services environment.
A strong team focused approach.
A willingness to take ownership of their role.
Excellent organisational and time management skills.
Strong written and verbal communication.
Advanced skills in Microsoft suite.

What your day might look like:
Provide day-to-day administrative support to two Partners.
Manage calendars, schedule internal and client meetings, and handle meeting logistics.
Draft routine correspondence, client emails, and internal memos.
Prepare client engagement packs, update client databases, and maintain records in compliance with firm policies.
Assist in billing processes: generate draft bills, track WIP, and liaise with accounts for follow-ups.
Monitor email inboxes and flag critical tasks for assigned staff.
Assist in the organisation of team events or training sessions.
Manage client files and ensure documentation is complete and accurate.
Liaise with clients to understand their needs and respond to inquiries.
Prepare and issue client correspondence including engagement letters and invoices.
Collaborate closely with partners, accountants, and other departments to coordinate client service delivery.
Maintain and update client records and CRM systems.

What makes us ‘just right’:

• Flexible working to help you balance work and personal responsibilities.
• Career enhancement and development opportunities.
• Free company provided Salary Continuance insurance.
• In-House Psychologist.
• Extended EAP to support you and your eligible family members.
• Bi-Monthly Colleague Lunch.
• Dress for your day.
• Social Club events.
• Run Club.
• Working in a vibrant and collegiate culture where your contribution is valued.

More about us:
William Buck is a leading network of Chartered Accountants and business advisors, established in 1895, with over 140 partners and 1,100 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.

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