Team Assistant - Risk Advisory Services

RSM; Melbourne; Hybrid; AUD 60.000 - 80.000; Vollzeit

Zusammenfassung

RSM Australia seeks a Team Assistant to support a Partner, Director, and their Risk Advisory Services team. The role involves ensuring client and firm obligations are met on time, with a strong focus on prioritising tasks in a fast-paced environment.

You will manage administrative duties, coordinate meetings, prepare reports, and support tender processes. Hybrid work is available across the east coast, with a collaborative, people-centric culture at RSM.

Qualifikationen

• 3 years in a similar role; professional practice experience (e.g. accountants, lawyers) preferred.
• Ability to work in fast-paced environments and balance competing priorities.
• Strong communication skills are essential.
• Excellent attention to detail.
• Self-starter with the ability to work autonomously and as part of a team.
• Intermediate/Advanced proficiency with Microsoft Office packages.

Aufgaben

• Provide general administrative support to Partner/Director and team.
• Format client-related correspondence and reporting to national standards.
• Maintain CRM systems for clients and contacts.
• Ensure adherence to internal processes, policies and procedures.
• Generate weekly and monthly reporting.
• Assist with tenders/proposals and timely submission.

Kenntnisse

General administration

Time management

Communication

Microsoft Office

Tools

CRM systems

Workday

Jobbeschreibung

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 Team Assistant role is a full time role supporting one Partner, one Director and their respective team members within the Risk Advisory Services (RAS) division. The Team Assistant must ensure the team carry out their client and firm responsibilities in a timely manner. Often there are competing deadlines, therefore re-prioritisation is a key aspect of this role.

This role requires an individual who is mature, organised, proactive, accountable and able to manage within a fast-paced practice with a large volume of client work. Also has a high focus on BD activities with tenders and proposals.

Key Responsibilities

• General administration
• Formatting of all client-related correspondence and reporting (adhering to National standards);
• Maintaining CRM systems for clients and contacts;
• 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, including setting up template reports, presentations and documents;
• Organise occasional travel;
• Completing timesheets for Partner;
• Ad hoc support for client events and training conferences;
• Processing expenses within Workday; and
• Liaising with clients/customers as required.
• Managing inboxes and calendars
• Coordinating meetings on behalf of Partner/Director; and
• Documenting and managing deadlines (tenders).
• 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:

Demonstrated Experience & Attributes

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

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

Location

Hybrid - Open to candidates based across the east coast, including regional based.

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.