Admin Assistant - Client Services

About the role

William Buck, a network of Chartered Accountants and business advisors founded in 1895, is looking for an Admin Assistant - Client Services to join its Business Advisory team in Sydney. You will act as a key point of contact for clients, manage client relationships and support the delivery of quality accounting services, while also supporting internal teams with client queries, documentation and service follow-up.

Key responsibilities

• Manage client files and ensure documentation is complete and accurate
• Liaise with clients to understand their needs and respond to inquiries
• Provide day-to-day administrative support to Partners
• Manage calendars, schedule internal and client meetings and handle meeting logistics
• Prepare and issue client correspondence, including engagement letters and invoices
• Assist with client reporting and ensure timely delivery of services
• Maintain and update client records and CRM systems
• Draft routine correspondence, client emails and internal memos
• Prepare client engagement packs and update client databases in line with firm policies
• Assist with billing: generate draft bills, track WIP and liaise with accounts on follow-ups
• Coordinate travel and accommodation for staff at conferences or client sites
• Format and finalise financial reports, workpapers and tax returns as directed
• Monitor email inboxes and flag critical tasks for assigned staff
• Help organise team events or training sessions

Required profile

• 5+ years of experience in admin support, client services or accounting support roles
• Diploma or Bachelor's degree in Business, Accounting or a related field preferred
• Good understanding of accounting processes and client service requirements
• Ability to build and maintain effective client relationships

Required skills

• Excellent written and verbal communication
• Strong organisational and multitasking abilities
• Proficiency in accounting software and CRM platforms

What we offer

• Flexible working to balance work and personal life
• Career development opportunities
• Salary Continuance insurance and extended EAP
• In-house psychologist and bi-monthly colleague lunch
• Social club events and dress-for-your-day option