Admin Assistant - Client Services | Flexible & Growth

William Buck; Sydney; On-site; AUD 65,000 - 82,000; Full time

Job summary

William Buck is seeking an Admin Assistant - Client Services to join our Business Advisory team in Sydney. You will be a key contact for clients, manage relationships, and ensure the delivery of quality accounting services while supporting both clients and internal teams with queries, documentation and follow-up.

The role requires 5+ years in admin/client services or accounting support, plus a degree in business or accounting.

Qualifications

• 5+ years of experience in admin support, client services or accounting support roles.
• Diploma or Bachelor's degree in Business, Accounting, or related field preferred.
• Excellent written and verbal communication skills.
• Strong organisational and multitasking abilities.
• Good understanding of accounting processes and client service requirements.
• Ability to build and maintain effective client relationships.
• Proficiency in accounting software and CRM platforms.

Responsibilities

• Manage client files and ensure documentation is complete and accurate.
• Liaise with clients to understand their needs and respond to inquiries.
• Provide day-to-day administrative support to Partners.
• Manage calendars, schedule internal and client meetings, and handle meeting logistics.
• Prepare and issue client correspondence including engagement letters and invoices.
• Assist with client reporting and ensure timely delivery of services.
• Maintain and update client records and CRM systems.
• 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.
• Coordinate travel and accommodation for staff attending conferences or client sites.
• Format and finalise financial reports, workpapers, and tax returns as directed.
• Monitor email inboxes and flag critical tasks for assigned staff.
• Assist in the organisation of team events or training sessions.

Skills

Client relationship mgmt

Administrative support

Communication skills

Organisational skills

Accounting knowledge

Education

Diploma or Bachelor's degree in Business/Accounting

Tools

Accounting software

CRM platforms

Job description

William Buck is seeking an Admin Assistant - Client Services to join our Business Advisory team in Sydney. You will be a key contact for clients, manage relationships, and ensure the delivery of quality accounting services while supporting both clients and internal teams with queries, documentation and follow-up.

The role requires 5+ years in admin/client services or accounting support, plus a degree in business or accounting.