Junior Personal Assistant

BPT The Birdanco Practice Trust; City of Melbourne; On-site; AUD 48,000 - 64,000; Part time

Benefits offered by this job

Health and wellness benefits

Lifestyle benefits

Financial benefits

Job summary

RSM Australia is seeking a part‑time Corporate Finance Personalist Assistant to support the East Coast Corporate Finance team in Melbourne. The role coordinates partner diaries, expenses, billing and onboarding while managing multiple stakeholders with discretion and accuracy.

Three days per week in the Melbourne office, strong organisational skills and proficiency in MS Office are essential. The position offers a collaborative, people‑centric culture with opportunities to work across a national

Qualifications

• Essential previous experience in an administration, personal assistant, executive assistant or practice support role.
• Strong organisational and diary management capability with the ability to prioritise competing deadlines.
• Clear, professional written and verbal communication; discretion with confidential information.

Responsibilities

• Diary, meeting and travel management for Partners and team.
• Expense claims and financial administration with proper documentation.
• Billing, WIP and debtor support; prepare drafts and monitor status.

Skills

Diary management

Office software

Communication

Autonomy

Education

Certificate in Business Administration

Tools

CRM

AML processes

GreatSoft

Job description

OUR VALUE PROPOSITION

At RSM, our purpose is to instill confidence in a world of change for both our clients and our people. RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change. Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.

Who we are

RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.

About the role

The Corporate Finance Personalist Assistant provides high-quality administrative and operational support to the East Coast Corporate Finance team. The role supports Partners by coordinating diaries, expenses, billing, client onboarding and general practice administration, helping the team deliver responsive and professional client service. This is a part-time position based in the Melbourne office three days per week. The role requires sound judgement, discretion, strong attention to detail and the ability to manage competing priorities across multiple stakeholders.

Key Responsibilities

Diary, Meeting and Travel Management

• Manage Partner diaries, including scheduling and coordinating internal and external meetings. Coordinate meeting logistics, including invitations, room bookings, agendas, supporting papers and follow-up actions. Proactively identify diary conflicts, allow appropriate preparation and travel time, and communicate changes promptly. Coordinate domestic travel and accommodation where required.

Expense Claims and Financial Administration

• Prepare and process expense claims accurately and promptly, ensuring appropriate supporting documentation and approvals are retained. Monitor outstanding expense items, follow up missing information and maintain orderly records.

Billing, WIP and Debtor Support

• Coordinate billing as required, including preparation of draft bills and supporting schedules. Liaise with engagement leaders and team members to confirm billing instructions, narratives, fee allocations and required adjustments. Process final bills and maintain billing records in GreatSoft in accordance with firm requirements. Assist with WIP and debtor monitoring, including preparing status reports and following up agreed actions. Help ensure billing deadlines and engagement-specific requirements are met.

New Client Onboarding and Engagement Administration

• Coordinate new client and engagement take‑on from initiation through to completion. Create and maintain client and opportunity records in CRM, ensuring information is complete and accurate. Coordinate AML and client acceptance requirements, including collection of required information and follow‑up of outstanding items. Establish and maintain client and engagement records in GreatSoft and relevant document management systems. Assist with engagement letters, conflict and independence processes, client file set‑up and internal approvals. Maintain registers and trackers so the team can readily monitor the status of new clients and engagements.

Key Working Relationships

• Corporate Finance Partners and Directors
• Practice Support, Finance, Risk, P&C, Marketing and IT teams
• Clients, prospective clients and external stakeholders

About you: Experience and Attributes

Essential Previous experience in an administration, personal assistant, executive assistant or practice support role. Strong organisational and diary management capability, with the ability to prioritise competing deadlines. High attention to detail and a commitment to accurate, complete and timely work. Clear and professional written and verbal communication skills. Demonstrated discretion and ability to handle confidential and commercially sensitive information. Ability to work autonomously while contributing positively to a collaborative team. Confidence using Microsoft Office, particularly Outlook, Word, Excel and PowerPoint. Willingness and ability to work from the Melbourne office three days per week.

Desirable

Experience in professional services, corporate finance, transactions, consulting or a comparable client‑service environment. Experience with CRM, AML/client acceptance processes and GreatSoft, or the ability to learn these systems quickly. Experience supporting billing, WIP, debtors, expense claims and new client onboarding. Certificate or other qualification in business administration.

Life at RSM

RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are! Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.

Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.

We are dedicated to creating an environment where you are valued for your expertise, but also for who you are as an individual. We believe that success stems from a collective effort, and we foster a collaborative atmosphere where your voice is heard, your ideas are valued and your contributions are recognised. When you choose RSM, you're selecting more than just a job. You're becoming part of an esteemed accounting firm that has consistently been recognized for its excellence. Our unwavering commitment to client satisfaction has earned us the prestigious title of Best Accounting and Consulting Firm for five consecutive years. Be part of a team that continues to set the standard for excellence and connect you to an extensive network of national and global resources.