Team Assistant - Wealth Advisory

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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 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.

Your new Opportunity:
Our Wealth Advisory team are seeking an experienced Administration Assistant who loves a dynamic and varied role and wants to make an impact on our team, and our clients! This is a maternity cover role for an initial period of 12 months but does have scope to become a permanent role with our business.

What makes you ‘just right’:
We’re looking for a proactive and confident Administration Assistant who is comfortable providing high level administration support to the Head of the Division, and broader Partner group.

From managing busy diaries, drafting correspondence and highly detailed documentation, through to organising team events and monthly birthday celebrations – you’ll bring professionalism and efficiency to the team while also playing a key role in contributing to our collaborative, team focussed culture.

What your day might look like:

• Provide high-level administration support to Partner and teams
• Manage complex diaries and busy schedules
• Coordinate meetings with internal and external stakeholders
• Review, format and finalise client documentation
• Drafting correspondence
• Organise team training sessions
• Respond to client requests, as required
• Manage incoming and outgoing client mail
• Provide relief reception when required
• Assist the Partner group and broader team with ad hoc tasks and special projects.

What makes us ‘just right’:

• Salary Continuance Insurance for all employees
• Ongoing professional development and career growth opportunities
• Access to an in-house psychologist for personal and professional coaching
• Bi-monthly team lunches
• ‘Dress for your day’ policy
• Fun social events through our Social Club
• Dedicated mentorship

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.