Team Assistant - Wealth Advisory

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.

Your new Opportunity:

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

Drafting correspondence

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.