Client Services Administrator

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? 

This role provides an outstanding opportunity to work as part of a highly regarded team in a collaborative and dynamic environment.

Main duties and responsibilities include:

• Attend to mail, banking and payment of accounts.
• Scanning, filing and other administrative duties for portfolio clients (as required).
• Processing Macquarie statements for monthly reports to clients.
• Management of term deposits, including updates to Worksorted and Xplan.
• Assistance with monthly write-offs for WA division (as required).
• Maintain client database information, Change of Details in Xplan and with third party investment providers.
• Prepare reporting for advisors and clients (as required).
• Attend to time recording and costing requirements and raise invoices as required.
• Compilation and Review of bulk transacting spreadsheets prior to payment authorisation by Directors.
• Maintain and update all Portfolio Administration procedure guides.
• Assist with the implementation of review advice.
• Improve the client and user experience within the Wealth Advisory division.
• Undertake any other duties of a similar level and responsibility, as may be required, from time to time.
• Routine problem solving and triage of queries.

Desired Skills and Experience:

• Experience using Xplan/Iress desirable.
• Diploma or Certificate IV in Business Admin/ related field of study, or relevant experience.
• Advanced Microsoft Office skills (Word, Excel, PowerPoint and Outlook)