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.
Job Description
We’re seeking a Client Services Assistant to join our Wealth Advisory team.
In this role your focus will be on delivering high‑quality service while providing essential administrative and compliance support to Advisers and the broader team. This role is key to ensuring smooth day‑to‑day operations and a consistently positive client experience.
What makes you ‘just right’:
Previous experience working in financial planning roles would be favourable
Demonstrated attention to detail and the ability to prioritise tasks and manage time effectively in a fast‑paced environment
Excellent written and verbal communication skills
Responsibility, integrity and a professional outlook
A team focused attitude with a confident and friendly personality
Experience in managing a variety of tasks simultaneously despite changing priorities and requirements
Good client services skills and the ability to own your and manage your role and workload
Proven skills in Microsoft Office suite.
Experience using Worksorted and/or Xplan would be favourable
What your day might look like:
First point of contact for incoming client calls and establishing client rapport
Managing Adviser diaries and admin inbox for the team and confirming meetings for Advisers
Liaising with clients and other valued third-party providers
Management, preparation and follow up of clients’ Agreements, Invoices and Compliance documents
Completing KYC & regular compliance checking of all files
Personal workflow management and delegation to junior staff as needed
Assisting the Practice Manager on adhoc tasks and projects
What makes us ‘just right’:
Open door policy – 1 on 1 access to Partners & Managers
You will be part of a collaborative, social and inclusive culture - we have lots of social events, firm drinks, and regular colleague networking opportunities
We are Accountants and Advisors, but we aren't boring! You will learn a lot, you will be challenged, and you will have a lot of fun
Flexible working to help you balance work and personal responsibilities.
Career enhancement and development opportunities.
Social Club events
Working in a vibrant and collegiate culture where you as a person, and your contribution is valued
Desired Skills and Experience
More about us:
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.
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.
