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: Insurance Administration assistance. Assist with incoming insurance mail. Assist with monitoring and managing insurance inbox emails. Follow up clients re outstanding information. Prepare Insurance schedules. Maintain client database information in Xplan and with third party investment providers. Insurance review notifications (generate list, email advisors, then email clients on behalf of). Premium increase emails. Routine problem solving and triage of queries. Time recording and costing requirements, raising invoices as required. Maintain and update all Insurance procedure guides. Identify and implement efficiencies which can be gained in administration processes. Support Wealth Advisory Team with preparing application forms and implementation documentation as required where capacity exists. Recording, preparing, and distributing meeting minutes. Undertake any other duties of a similar level and responsibility, as may be required, from time to time. Scanning of paper files. Minimum Qualifications: 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). Demonstrated skills within a similar position, where providing administration support was your primary function. Financial services or Insurance knowledge (desirable). #J-18808-Ljbffr