Introduction
Join a growing team where your career matters.
Established over 130 years ago, William Buck is a leading firm of accountants and advisors trusted by businesses across Australia and New Zealand. William Buck is proud to have over 1000 talented professionals across 11 offices. Our Adelaide team comprises of 29 Partners and over 230 staff, making us one of Adelaide's largest locally owned and operated accounting and advisory firms.
We have been part of the South Australian business community for decades and as trusted advisors take great pride in helping clients succeed by giving them confidence to make smart strategic decisions.
Our people are the heart of what we do they bring expertise, innovation, and passion to deliver exceptional outcomes for our clients. Whether it's accountants, advisors, or specialists, every team member is valued for their unique contributions and supported to grow their careers in a collaborative and inclusive environment. Together, we thrive by putting people first.
Why Join Us?
At William Buck, we provide the tools, support, and environment you need to grow both professionally and personally. Here's how we invest in you:
* Paid parental leave to support working parents.
* Mental health initiatives, including access to Employee Assistance Programs (EAP).
* Health perks like annual flu vaccinations and other wellness programs.
* Community engagement programs with opportunities to give back through volunteering.
* Flexible work arrangements that support your work-life balance.
* All employees are covered under our Group Salary Continuance Insurance policy
* Recognition programs with annual awards that celebrate achievements.
* Discounts and benefits with corporate partners (e.g., financial, retail, or travel).
We're committed to creating a workplace where you feel valued and supported because when you thrive, we all succeed.
Description
About the Role:
As a Client Services Administrator, you will play a key role in supporting advisors and partners in delivering high-quality insurance services. You will manage a range of administrative processes, maintain client databases, and ensure smooth handling of insurance-related tasks.
Key Responsibilities:
* Provide insurance administration assistance.
* Manage the insurance inbox and respond to queries.
* Monitor overdue premiums, update payment details, and follow up with clients.
* Maintain and update insurance details in Xplan and prepare schedules.
* Arrange and process insurance alterations, reductions, and cancellations.
* Obtain tax statements for income protection policies and SMSF-owned policies.
* Prepare forms, emails, and documentation for advisors and clients.
* Handle incoming insurance mail and maintain records.
* Update insurance procedure guides and identify process improvements.
* Record time, manage costing requirements, and raise invoices as required.
Skills And Experiences
About You:
Qualifications & Experience:
* Diploma or Certificate IV in Business Administration (or equivalent experience).
* Previous experience within professional services, financial services, or insurance is highly regarded.
* Proficiency in software such as Xplan, Microsoft Office (Intermediate to Advanced level), Worksorted, APS, Virtual Cabinet, and Zoom.
* A current national police check will be required for the successful candidate.
Personal Attributes:
* Able to prioritise tasks, handle multiple responsibilities, and monitor progress effectively.
* Dedicated to delivering high-quality work with minimal rework.
* Ability to build strong relationships with colleagues and clients, maintaining a client-first attitude.
* Confident interpersonal and communication skills, presenting information clearly and engagingly.
* Dependable and results-driven, with a focus on achieving personal and professional goals.
Join us and be part of a team that values excellence, innovation, and client-focused solutions