Personal Assistant - BA

Posted: 29/04/2025 Closing Date: 29/05/2025 Job Type: Permanent - Full Time Location: Parramatta Job Category: Administration and Office Job Description 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