Team Assistant – Wealth Advisory

About the role

William Buck is seeking a proactive Team Assistant to provide high‑level administrative support to the Head of the Division and the broader Partner group within its Wealth Advisory practice. You will help keep the team operating smoothly in a collaborative, social environment.

Key responsibilities

• Manage complex diaries, schedules and coordinate meetings with internal and external stakeholders.
• Draft and finalise client documentation, correspondence and organise team training sessions.
• Handle incoming and outgoing client mail, respond to client requests and provide reception relief when required.
• Support the Partner group with ad‑hoc tasks, special projects and organise team events such as monthly birthday celebrations.

Required profile

• Proactive, confident and able to work independently in a fast‑paced environment.
• Strong attention to detail and professional communication skills.
• Ability to contribute to a collaborative, team‑focused culture.

Required skills

• Complex diary and schedule management.
• Drafting and formatting client documentation and correspondence.
• Event coordination and team training organisation.

What we offer

• Salary continuance insurance for all employees.
• Ongoing professional development, mentorship and career growth opportunities.
• Access to an in‑house psychologist for personal and professional coaching.
• Bi‑monthly team lunches, social club events and wellness perks such as personal training, yoga and run club.
• Return‑to‑work incentives for primary carers.