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Personal Assistant
2 weeks ago
**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.
**Description of the role**: We’re seeking a Personal Assistant to join our Business Advisory team.
**What makes you ‘just right’**:
5+ years’ experience in a professional services environment, business advisory experience highly regarded.
A strong team focused approach.
A willingness to take ownership of their role.
Excellent organisational and time management skills.
Strong written and verbal communication.
Advanced skills in Microsoft suite.
**What your day might look like**:
Follow-up return of signed documents, inc ELD’s
Assist with monitoring team lodgement and payment program - Tax, activity statements & FBT
Monitor status of APS matters ensuring they are closed when job complete
Prepare client fee proposals annually or for new clients
Minor client telephone queries - TFN numbers, etc.
Attend to requests from banks/ financiers etc for financial info
Draft client bills and manage client disbursements (eg Xero, super funds etc)
Debtor follow ups/ management
Assist with co-ordinating of super funds with auditor, including audit queries (? - for audit PA?)
Organise tasks for admin team
Organise appointments, eg monthly review for new people, booking boardroom/mtg room
Manage PAYG instalment notices and IAS/BAS each quarter to allocate for send out
Management of ASIC annual company statements
Prepare ad hoc ASIC updates and lodgements as required or similar with corporate affairs system
Responsible for client database maintenance and update
New entity preparation, inc EDR stamping if required
**What makes us ‘just right’**:
Flexible working to help you balance work and personal responsibilities.
Career enhancement and development opportunities.
Free company provided Salary Continuance insurance
In-house Psychologist
Employee Assistance Program for you and your eligible family members
Bi-Monthly Colleague Lunch
Dress for your day
Social Club events
Working in a vibrant and collegiate culture where you as a person, and your contribution, are valued.
**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.
Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodations in order to participate fully in our recruitment process
