Client Services Admin Assistant for Business Advisory

Hrs Talent Solutions; Sydney; On-site; AUD 80,000 - 95,000; Full time

Job summary

William Buck is seeking an Administrative Assistant - Client Services to join our Business Advisory team. You’ll act as a key point of contact for clients, managing relationships and ensuring delivery of high‑quality accounting services.

Your day will include organizing files, liaising with clients, handling calendars and meeting logistics, preparing engagement letters and invoices, and supporting Partners with day‑to‑day admin tasks.

Qualifications

• Administrative experience with client services and accounting support.
• Strong organization and calendar management skills.
• Excellent communication and client liaison abilities.

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.

Job description

William Buck is seeking an Administrative Assistant - Client Services to join our Business Advisory team. You’ll act as a key point of contact for clients, managing relationships and ensuring delivery of high‑quality accounting services.

Your day will include organizing files, liaising with clients, handling calendars and meeting logistics, preparing engagement letters and invoices, and supporting Partners with day‑to‑day admin tasks.