Personal Assistant

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

Job summary

RSM Australia is seeking an experienced Personal Assistant to support two leaders in the Risk Advisory Services division in Sydney. The role requires maturity, strong organisation, and the ability to work in a fast-paced environment with competing deadlines.

You will manage calendars, coordinate meetings, maintain CRM records, and handle invoicing and reporting. The ideal candidate has 3+ years in a similar role, CRM proficiency, and excellent communication skills.

Qualifications

• 3 years in a similar role.
• Experience with CRM systems.
• Strong communication and organisational skills.
• Ability to manage competing priorities in a fast-paced environment.

Responsibilities

• Provide general administration support for two Leaders and their teams.
• Format client-related correspondence and reporting to national standards.
• Maintain client records and CRM data; manage calendars and meetings.
• Prepare weekly/monthly reports and assist with tenders/proposals.
• Process invoices and assist with travel arrangements and timesheets.
• Support client events and training conferences as needed.

Skills

CRM software

Communication skills

Attention to detail

Teamwork

MS Office

Self-starter

Education

TAFE or Business College admin course

Tools

CRM software

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

• General administration
• 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; 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 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.