Newsletter List Preparation Assistant

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

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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.

Description of the role: We’re seeking an Admin Assistant - Client Services to join our Business Advisory team. In this role you’ll act as a key point of contact for clients, managing client relationships and ensuring the delivery of quality accounting services.

What your day might look like:

• 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.

About us: William Buck is a leading network of Chartered Accountants and business advisors, established in 1895, with over 140 partners and 1,100 professional staff across 10 offices in Australia and New Zealand.

Diversity, equity and inclusion statement: William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.

Position summary: Administrative Assistant is responsible for providing practical and efficient administrative support. Responsibilities include processing, coordination and supporting teams across the firm.

Salary: The annual salary range for this position is AUD $80,000 to 95,000 plus superannuation