Team Assistant - Risk Advisory Services

BPT The Birdanco Practice Trust; Melbourne; Hybrid; AUD 65.000 - 80.000; Vollzeit

Zusammenfassung

RSM Australia is seeking a Team Assistant to support one Partner, one Director and their Risk Advisory Services team. The role requires strong organisation, proactive work ethic, and the ability to manage multiple priorities in a fast-paced practice.

The ideal candidate has at least 3 years in a similar role, with professional experience preferred in professional services. The position offers hybrid work with opportunities across the east coast and a focus on client and tender activities.

Qualifikationen

• 3 years in a similar role.
• Professional practice experience preferred (e.g., accountants, lawyers).
• Ability to work in fast-paced environments with competing priorities.
• Strong communication skills and attention to detail.
• Self-starter, autonomous yet collaborative.
• Proficient with Microsoft Office (intermediate/advanced).
• Location: Hybrid – open to candidates across the east coast.

Aufgaben

• General administration.
• Formatting client-related correspondence and reporting to national standards.
• Data entry and client record management.
• Maintaining CRM systems for clients and contacts.
• Ensure adherence to internal processes, policies and procedures.
• Generate weekly and monthly reporting.
• Collating information for tenders/proposals and ensuring timely submission.
• Provide ad-hoc administrative support including template reports and presentations.
• Arrange travel when required.
• Process timesheets for Partner.
• Support client events and training conferences.

Kenntnisse

Strong communication

Attention to detail

Microsoft Office

Tools

CRM systems

Workday

Jobbeschreibung

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 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)
• General data entry / client record management
• 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
• Supporting Partner email management
• 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)
• Following up debtors/client payments

About you

• Demonstrated Experience & Attributes Essential: 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 / Advanced 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.

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.