Client Services Admin Pro - Flexible, Impactful Support

William Buck NSW; Sydney; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Flexible work

Career development

Salary Continuance insurance

Extended EAP

Bi-Monthly Colleague Lunch

Dress for your day

Vibrant culture

Job summary

William Buck NSW is seeking an Admin Assistant - Client Services to join our Business Advisory team. You’ll be a key contact for clients, managing relationships and ensuring delivery of quality accounting services. This role supports both clients and internal teams by handling queries, documentation, and service follow-up.

We value flexible work, development opportunities, and a vibrant, collegial culture where your contribution is recognised and valued.

Qualifications

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

Responsibilities

• Manage client files with complete and accurate documentation.
• Liaise with clients to understand needs and respond to inquiries.
• Provide day-to-day admin support to Partners.
• Manage calendars and schedule meetings.
• Prepare and issue client correspondence and invoices.
• Assist with client reporting and timely service delivery.
• Maintain client records and CRM systems.
• Draft routine client emails and internal memos.
• Prepare engagement packs and update databases.
• Assist in billing: draft bills, track WIP, liaise with accounts.
• Coordinate travel and accommodation for staff.
• Format financial reports, workpapers, and tax returns.
• Monitor email inbox and flag critical tasks.
• Assist in organising team events or training.

Skills

Client service

Administration

Accounting software

CRM software

Communication

Organisational skills

Education

Diploma in Business

Bachelor’s degree in Accounting

Tools

Accounting software

CRM platforms

Job description

William Buck NSW is seeking an Admin Assistant - Client Services to join our Business Advisory team. You’ll be a key contact for clients, managing relationships and ensuring delivery of quality accounting services. This role supports both clients and internal teams by handling queries, documentation, and service follow-up.

We value flexible work, development opportunities, and a vibrant, collegial culture where your contribution is recognised and valued.