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.
Work includes managing complex diaries, drafting correspondence, producing detailed documentation, and coordinating team events and monthly birthday celebrations.
Role requires professionalism, efficiency and attention to detail while contributing to a collaborative, team-focused culture.
Key Skills for This Role
Full Job Posting
About the 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.
Work includes managing complex diaries, drafting correspondence, producing detailed documentation, and coordinating team events and monthly birthday celebrations.
Role 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.
Benefits
- 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.
About William Buck
Leading network of Chartered Accountants and business advisors established in 1895.
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.
Requirements
- Proactive and confident approach to high-level administrative support
- Professionalism, efficiency and attention to detail
- Ability to contribute to a collaborative, team-focused culture
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