Personal Assistant

BPT The Birdanco Practice Trust; Sydney; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Health and lifestyle benefits

Professional development

Job summary

RSM Australia is seeking a proactive Personal Assistant to support two Leaders in the Risk Advisory Services (RAS) team in Sydney. The role focuses on ensuring deadlines are met, prioritising tasks in a fast-paced environment, and providing professional administrative support across the firm.

Key duties include formatting client correspondence, managing CRM records, preparing reports, handling invoicing, coordinating calendars and travel, and assisting with tender submissions and events.

Qualifications

• 3 years in a similar role preferred
• Experience with CRM software
• Strong attention to detail and communication skills
• Ability to manage multiple priorities in a fast-paced environment

Responsibilities

• Format client-related correspondence and reporting per national standards
• General data entry and client record management
• Maintain CRM systems for clients and contacts
• Maintain client files and ensure adherence to internal processes
• Generate weekly and monthly reporting for Leaders
• Collate information for tenders/proposals and ensure timely submission
• Provide ad hoc administrative support and travel arrangements
• Prepare and issue invoices and manage accounts receivable
• Coordinate calendars and meetings for three leaders
• Manage inboxes and deadlines and support client events and training conferences

Education

TAFE or Business College admin course

Tools

CRM software

Microsoft Office

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 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

• Formatting of all client‑related correspondence and reporting (adhering to National standards)
• General data entry / client record management
• 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
• 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

Education Requirements Preferable:

• Completion of TAFE or Business College administration course
• Demonstrated Experience & Attributes Essential: 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

About you:

Education Requirements Preferable: Completion of TAFE or Business College administration course Demonstrated Experience & Attributes Essential: 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.

• 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.