Team Assistant - Wealth Advisory
Role Overview
Seeking a proactive and confident Team Assistant to provide high-level administrative support to the Head of the Division and the broader Partner group.
Role involves managing complex diaries, drafting correspondence, producing detailed documentation, and coordinating team events and monthly birthday celebrations.
Requires professionalism, efficiency and attention to detail while contributing to a collaborative, team-focused culture.
Key Skills for This Role
Full Job Posting
Your New Opportunity
Seeking a proactive and confident Team Assistant to provide high-level administrative support to the Head of the Division and the broader Partner group.
Role involves managing complex diaries, drafting correspondence, producing detailed documentation, and coordinating team events and monthly birthday celebrations.
Requires professionalism, efficiency and attention to detail while contributing to a collaborative, team-focused 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 the Social Club.
- Wellness perks including Personal Training, Yoga and Run Club.
- Dedicated mentorship.
- Industry-leading Return to Work incentives for primary carers.
More About Us
William Buck is a leading network of Chartered Accountants and business advisors established in 1895.
Has over 140 partners and 1,100 professional staff across 10 offices in Australia and New Zealand.
Focuses on deeply understanding clients' needs and tailoring solutions beyond traditional accounting and advisory services.
Diversity, Equity and Inclusion
William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated and everyone feels valued.
Requirements
- Proactive and confident approach to high-level administrative support
- Professionalism, efficiency and attention to detail
- Ability to manage complex diaries and busy schedules
- Ability to draft correspondence and review, format and finalise client documentation
- Contribution to a collaborative, team-focused culture
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