Personal Assistant

RSM Australia; Sydney; On-site; AUD 65,000 - 75,000; Full time

Benefits offered by this job

Health and wellness benefits

Lifestyle benefits

Job summary

RSM Australia is seeking a diligent personal assistant to support two Leaders and their Risk Advisory Services team in Sydney. The role focuses on timely client and firm deliverables, prioritising multiple deadlines in a fast-paced environment.

Ideal candidates have at least 3 years in a similar role, experience with CRM software, and strong communication and organisational skills. A TAFE/Business College admincourse and proficiency in MS Office are valued.

Qualifications

• 3 years in a similar role; professional practice experience preferred
• Experience using CRM software
• Ability to thrive in fast-paced environments with competing priorities
• Strong communication skills
• Excellent attention to detail
• Self-starter with initiative
• Able to work autonomously and as part of a team
• Proficient with Microsoft Office (Intermediate/Advanced)

Responsibilities

• General administration: formatting client correspondence, data entry, client records, CRM, and files.
• Managing inboxes and calendars for three leaders; coordinate meetings and deadlines.
• Monthly invoicing: prepare invoices, enter data, finalise and follow up payments.

Skills

Strong communication skills

Attention to detail

Self-starter

Autonomous work

Team player

Education

TAFE/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.

Preferable

• 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.

Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.