William Buck

My day to day tasks often include tax returns for individuals, trust and companies, making financial statements, completing BAS and IAS. All just tax compliance. I have just started to email clients on my own

For an undergrad I feel I am definitely challenged and given meaningful tasks to work on

My day-to-day tasks do not deviate from what was discussed in my job interviews. I am given a reasonable workload and plenty of guidance when needed. I write project plans about client developments and calculate R&D expenditure in Excel workbooks. I also join client meetings where we discuss their projects and scope for R&D claim material.

As a Client Service Officer at William Buck Wealth Advisors, my role is to provide administrative, operational, and client service support to advisers while ensuring clients receive timely and professional assistance. I act as a key point of contact between clients, advisers, and product providers, helping to facilitate the implementation of financial advice and ongoing management of client portfolios. My day-to-day responsibilities include: Preparing and processing client documentation, including account applications, withdrawals, rollovers, pension commencements, contribution strategies, and other advice-related transactions. Assisting with the preparation and implementation of Records of Advice (ROAs), Statements of Advice (SOAs), file notes, and supporting compliance documentation. Liaising with clients, advisers, superannuation funds, investment platforms, and other external providers to obtain information and progress client requests. Managing client onboarding requirements, including identification and compliance obligations. Monitoring and following up outstanding tasks, documentation, and adviser actions to ensure efficient completion of client work. Preparing client correspondence and responding to client enquiries in a professional and timely manner. Supporting advisers with portfolio administration, investment recommendations, term deposits, superannuation contributions, pension payments, and other wealth management strategies. Maintaining accurate client records and ensuring all documentation meets compliance and audit requirements. Assisting with meeting preparation, post-meeting implementation, and ongoing client reviews. Managing competing priorities and deadlines while maintaining a high level of accuracy and attention to detail.