Team Assistant

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.

Description of the role: We are seeking a proactive and highly organised Team Assistant / Client Services Coordinator to support our Technology industry team. This role is responsible for ensuring the smooth administration of client engagements, maintaining compliance processes, managing workflow systems, and providing exceptional support to both clients and team members.

The successful candidate will play a key role in delivering a seamless client experience throughout the client lifecycle, from onboarding through to offboarding, while helping the team with compliance and regulatory requirements.

What makes you ‘just right’:

• Experience in an administration assistant role ideally within professional services.
• Professional, approachable and team-oriented.
• A willingness to take ownership of their role.
• Excellent organisation and time management skills.
• Strong written and verbal communication.
• Experience with Microsoft suite and confident using digital tools.
• Confidence to provide solutions and improvements to team processes.

What your day might look like:

• Coordinating onboarding of new clients, including being the first point of contact after engagement to ensure a seamless onboarding experience
• Take ownership of supporting and managing our Administrative Assistant based in the Philippines, including overseeing her professional growth and career development.
• Prepare client engagement packs, update client databases, and maintain records in compliance with firm policies.
• Deal directly with the Australian Taxation Office and other regulators on non-technical client matters.
• Provide day-to-day administrative assistance to the team.
• Manage calendars, schedule internal and client meetings, and handle meeting logistics.
• Draft routine correspondence, client emails, and internal memos.
• Assist in billing processes: generate draft bills, track WIP, and liaise with accounts for follow-ups.
• Assist in the organisation of team events or training sessions.
• Manage client files and ensure documentation is complete and accurate.
• Liaise with clients to understand their needs and respond to non technical inquiries.
• Collaborate closely with partners, accountants, and other departments to coordinate overall client service delivery.

What makes us ‘just right’:

• Be part of a respected mid-tier firm with a strong reputation in the technology sector.
• Join a young, energetic team that values innovation, collaboration, and continuous improvement.
• Work in brand new, impressive office in the heart of Sydney (coming at the end of 2026!)
• Flexible working to help you balance work and personal responsibilities.
• Career enhancement and development opportunities. 
• Free company provided Salary Continuance insurance.
• In-House Psychologist.
• Extended EAP to support you and your eligible family members.
• Bi-Monthly Colleague Lunch.
• Dress for your day.
• Social Club events.
• Working in a vibrant and collegiate culture where your contribution is valued.

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 are 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.

Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodation in order to participate fully in our recruitment process.