Team Assistant - Wealth Advisory

William Buck; Sydney; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Salary Continuance Insurance for all -

Ongoing professional development

In-house psychologist for coaching

Bi-monthly team lunches

Dress for your day policy

Social Club events

Wellness perks – fitness activities

Dedicated mentorship

Return to Work incentives for carers

Job summary

William Buck is seeking a proactive Team Assistant to support the Head of the Division and the Partner group with advanced administrative duties in a dynamic, social environment.

You will manage diaries, draft correspondence, coordinate events, and help maintain documentation while contributing to a collaborative culture that values career development and mentorship.

Qualifications

• Experience providing high-level admin support in professional services preferred.
• Strong written and verbal communication to liaise with internal and external stakeholders.
• Ability to manage complex diaries and schedules with attention to detail.

Responsibilities

• Provide high-level administration support to Partner group and teams.
• Manage complex diaries and busy schedules.
• Coordinate meetings with internal and external stakeholders.
• Review, format and finalise client documentation.
• Organise team training sessions and events.
• Respond to client requests and manage mail flow.
• Provide relief reception when required.
• Assist with ad hoc tasks and special projects.

Skills

Calendar management

Communication

Administrative support

Documentation

Event coordination

Client service

Team collaboration

Diary management

Tools

Microsoft Office

Outlook

SharePoint

Job description

• Collaborative and social team environment
• Work closely with the Head of the Division and broader Partner group
• Support for continued career development

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 'Goldilocks' model – a top ten performing business 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.

We are seeking a proactive and confident Team Assistant to provide high-level administrative support to the Head of the Division and the broader Partner group.

From managing complex diaries, drafting correspondence and producing detailed documentation, through to coordinating team events and monthly birthday celebrations, you’ll play a key role in keeping the team running smoothly. You’ll bring professionalism, efficiency and attention to detail, while actively contributing to our collaborative, team-focused culture.

What your day might look like:

• Provide high-level administration support to Partner and teams
• Manage complex diaries and busy schedules
• Coordinate meetings with internal and external stakeholders
• Review, format and finalise client documentation
• Organise team training sessions
• Respond to client requests, as required
• Manage incoming and outgoing client mail
• Provide relief reception when required
• Assist the Partner group and broader team with ad hoc tasks and special projects.

What makes us ‘just right’:

• Salary Continuance Insurance for all employees
• Ongoing professional development and career growth opportunities
• Access to an in-house psychologist for personal and professional coaching
• Bi-monthly team lunches
• ‘Dress for your day’ policy
• Fun social events through our Social Club
• Wellness perks – Personal Training, Yoga, Run Club and more
• Dedicated mentorship
• Industry-leading Return to Work incentives for primary carers

More 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, 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.

Diversity, equity and inclusion statement:

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