Job Title

Posted: 13/05/2025Closing Date: 14/06/2025Job Type: Permanent - Full TimeLocation: AdelaideJob Category: Banking and Financial ServicesWilliam Buck has provided exceptional accounting and advisory services for over 125 years. We know that talent and growth go hand in hand. That careers are personal. That you should be valued for what you bring and respected for where you want to go.Time to work where you matter.More than just accountants and advisors, we aspire to create a positive change in the lives of our clients and our people. Every individual who works with us is recognised for who they are and given every opportunity to progress in a way that fulfils both their talents and aspiration. William Buck people enjoy better careers because we care. It''s that simple. It''s why our clients succeed too.Care for a career with a company that cares?Job DescriptionYour New RoleReporting to the Manager, youll be the operational backbone of the Family Office team ensuring seamless client experiences, smooth internal coordination, and well-prepared meetings and events. Youll work across a wide variety of tasks including:Preparing agendas, supporting documents, and minutes for internal and client meetingsManaging travel bookings and accommodation for the teamDiary management, meeting room coordination, and event setupOnboarding new clients and managing updates in XPlan and other systemsOrganising integrated service meetings with clients and other advisorsDrafting and formatting reports, tenders, letters, and presentationsAssisting with marketing material preparation and editingCoordinating client billing and raising invoicesMaintaining both electronic and hard copy recordsSupporting ad hoc requests from managers and partnersDesired Skills And ExperienceWhat Youll BringCertificate IV in Business Administration (or equivalent experience)Prior experience in professional services or a similar admin roleFamiliarity with financial planning systems like XPlan, Coin, or Adviser Logic (desirable)Strong Microsoft Office skills (Word, Excel, Outlook)Personal AttributesHighly organised and detail-orientedClear communicator, both written and verbalFriendly and professional approach to clients and colleaguesProactive mindset with a strong sense of initiativeResilient and adaptable you thrive in a fast-paced environmentTeam player who contributes positively to culture and moraleApply now to become part of a firm where youll be supported to do your best work and empowered to make a difference every day. #J-18808-Ljbffr