Personal Assistant

RSM Australia; Sydney; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Wellness programs

Lifestyle benefits

Job summary

RSM Australia in Sydney is hiring a professional Personal Assistant to support two Leaders within the Risk Advisory Services (RAS) team. This role requires mature organisation, strong prioritisation, and the ability to work in a fast-paced environment.

You will manage calendars and inboxes, prepare client correspondence and reports, maintain CRM records, coordinate travel, process timesheets and invoices, and provide general administrative support to the team.

Qualifications

• 3 years in a similar role; professional practice experience (e.g. Accountants, Lawyers) is preferred.
• Experience with CRM software is required.
• Ability to work in fast-paced environments and balance competing priorities.
• Strong communication skills and attention to detail.
• A self-starter who can work autonomously and as part of a team.
• Proficient with Microsoft Office.

Responsibilities

• General administration and formatting client-related correspondence and reports.
• Maintaining CRM systems for clients and contacts; keeping client files up to date.
• Generating weekly/monthly reporting and managing tenders/proposals.
• Coordinating meetings, calendars, and travel for three leaders.
• Handling invoicing, data entry, and following up on payments.
• Providing ad hoc administrative support and event logistics.

Skills

Strong communication

Attention to detail

Self-starter

Autonomous work style

Team player

Education

TAFE or Business College administration course

Tools

CRM software

Microsoft Office

Job description

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 personal assistant role is to support two Leaders and their respective team members within the Risk Advisory Services (RAS) division in Sydney. The sole role and responsibility is to ensure the team carry out their client and firm responsibilities in a timely manner. Often there are competing deadlines, therefore prioritisation is key.

This role requires someone who is mature, organised and able to work in a fast-paced and dynamic environment, working independently and part of a wider team.

Key Responsibilities

General administration

Formatting of all client-related correspondence and reporting (adhering to National standards);

Maintaining CRM systems for clients and contacts;

Maintenance of client files;

Ensure team follows RSM's internal processes, policies and procedures;

Generate weekly and monthly reporting;

Collating information for tenders/proposals, managing process and ensuring timely submission;

Providing ad hoc administrative support;

Organise occasional travel;

Completing timesheets for Partners;

Ad hoc support for client events and training conferences; and

Processing expenses.

Managing inboxes and calendars

Coordinating meetings and general calendar management for three leaders;

Maintaining correspondence on behalf of partners; and

Documenting and managing deadlines.

Monthly invoicing

Preparing invoices for managers, prior to Partner approval;

Enter data in an accurate and timely manner;

Finalise invoice and issue to client (acting as accounts receivable); and

Following up debtors/client payments.

About you:

Education Requirements

Completion of TAFE or Business College administration course

Demonstrated Experience & Attributes

3 years in a similar role. Professional practice experience (i.e. Accountants, Lawyers) is preferred

Experience of CRM software

Ability to work in fast paced environments and balancing competing priorities

Strong Communication Skills

Strong attention to detail

A self-starter with confidence in their ability to get the job done

Ability to work autonomously and as part of a team

Intermediate / Advance with Microsoft Office packages

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.