Client Services Administrator - Business Advisory

William Buck SA; Adelaide; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible work arrangements

Parental leave

Salary continuance insurance

Staff discounts

End-of-trip facilities

Discounted parking

Job summary

William Buck SA in Adelaide seeks a proactive Client Services Administrator to join our Business Advisory team. You will support clients and internal stakeholders in a fast-paced environment, ensuring accurate administration and timely delivery of tasks.

Responsibilities include onboarding new clients, preparing invoices, and liaising with ATO/ASIC, while maintaining multiple databases and delivering high-quality service across the firm.

Qualifications

• Diploma or Certificate IV in Business Administration or equivalent.
• Experience in financial or professional services preferred.
• Strong communication and organisational abilities.

Responsibilities

• Collation of financial statements, tax returns and client correspondence
• Coordinate end-to-end new client onboarding
• Preparation of client invoices
• Liaising with the ATO and ASIC as instructed
• Maintaining databases across APS, BGL CAS360, ABR and ATO
• Providing support to the Client Services Administration team
• Assisting with project work and training
• Participating in compliance training

Skills

Microsoft Office

Verbal and written communication

Organisational skills

Client service

Stakeholder management

Education

Diploma or Certificate IV in Business Administration

Tools

APS

BGL CAS360

ABR

ATO

Job description

Introduction:

William Buck, more than advisors: We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why at William Buck, we've created what we like to call the 'Just Right' model - a top tier firm that's just the right size to ensure every employee has a tangible impact. William Buck is the perfect place to start, grow or take your career to the next level. Be part of a dynamic team that prides itself on delivering advice that makes a difference.

William Buck is a leading network of Chartered Accountants and Advisors, established in 1895, with over 150 partners and 1,200 professional staff across 10 offices in Australia and New Zealand, focusing on deeply understanding clients' needs and tailoring solutions that go beyond traditional accounting and advisory services.

If you want to join a company where friendships are forged and careers made, then come on over to a place that's delivering more than just advice.

Description:

About the Role

We are seeking a proactive and highly organised Client Services Administrator to join our Business Advisory team in Adelaide. This is an excellent opportunity for an experienced administration professional who enjoys working in a fast-paced professional services environment and takes pride in delivering high-quality support to both clients and internal stakeholders.

In this role, your responsibilities will include:

• Collation of financial statements, tax returns and client correspondence
• Coordinate end to end new client onboarding
• Preparation of client invoices
• Liaising with the ATO and ASIC as instructed
• Facilitating the delivery of ASIC annual company statements and payment reminders
• Maintaining databases to ensure client and contact information is accurate across multiple systems such as APS, BGL CAS360, ABR and ATO
• Providing support to the wider Client Services Administration team as required
• Assisting with project work as needed
• Attending internal and external training, including mandatory compliance training

Skills and Experiences:

What Makes You 'Just Right'

• A Diploma or Certificate IV in Business Administration or a related field, or equivalent relevant experience
• Previous experience in a similar administrative role
• Experience within financial services or professional services
• Strong Microsoft Office skills
• Excellent verbal and written communication skills
• Strong organisational skills with the ability to manage deadlines effectively
• Excellent client service and stakeholder management skills
• A strong attention to detail and commitment to producing accurate work

What Makes Us 'Just Right'

• Career Growth: Develop your career with access to tailored workshops, industry events and leadership training. Gain valuable experience working with established South Australian mid-market clients across diverse industries, building trusted relationships that elevate your professional journey.
• Work-Life Balance: Achieve harmony between your personal and professional life with access to flexible work arrangements.
• Financial Rewards: Your contributions are recognised with competitive pay (negotiable based on your skills and experience), performance incentives, paid parental leave, and anniversary and referral bonuses. Additional benefits include our Group Salary Continuance Insurance policy and exclusive discounts on retail, financial, and travel brands through our Rewards platform.
• Workplace Experience: Thrive in a modern, thoughtfully designed workplace that supports collaboration, relaxation, and productivity. We offer convenient end-of-trip facilities, discounted parking, and a flexible dress code to match your workday.

Diversity, equity and inclusion statement:

William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued. Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodations in order to participate fully in our recruitment process.