William 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 Description
You will provide client relationship support and high-level administration to our Wealth Advisory division, working closely with the team to ensure the delivery of exceptional client service.
Key Responsibilities
Assist in implementation of changes to portfolios following regular review process
Ascertaining data for review of portfolios
Preparation of advice documents (compile research profiles, preparation of ROAs).
Report writing & recommendations
Prepare material required for the client meetings meeting
Desired Skills and Experience
About You
Experience in an administration role, providing support to a team with a client focus is desirable
Excellent written and verbal communication skills
High attention to detail and strong organisation skills
Competent MS Office skills
Experience is Xplan will be highly regarded but not essential
A current national police check will be required by the successful candidate to undertake and produce prior to accepting the position.
To join our team, please apply today – we are waiting to meet with you!
