Personal Assistant

3 weeks ago

Melbourne, Australia RSM Australia Full time

Personal Assistant

**Personal Assistant**

**Job no**: 494227

**Work type**: Full time

**Location**: Melbourne

**Categories**: Risk Advisory Services, National Administration

This is an important role which will see you working closely and provide overall personal and/or administrative support to the division Partners, Principals & Associate Directors.

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.

Overview of responsibilities

General administration
- Formatting reports and tenders (adhering to National standards);
- General data entry / client record management in GreatSoft;
- Maintaining CRM Dynamics for clients and contacts on behalf of Partners;
- Maintenance of electronic client file;
- Generate weekly and monthly reporting;
- Monitoring of financial information and reporting;
- Administration of Partners expense claims and corporate card expenses.
- Organise occasional travel for directors; and
- Ad hoc support for client events and training conferences.

Managing inboxes and calendars
- Managing inbox and calendars;
- Documenting and managing deadlines; and
- Coordinating meetings.

Timesheets
- Completing timesheets on behalf of Michael Shatter/Tranquility Clinton; and
- Making WIP adjustments as necessary.

Tenders
- Preparing drafts;
- Collating information; and
- Overseeing process from start to finish and ensuring timely submission.

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);
- Monitoring and follow-up of debtors, including reviewing unallocated receipts for client payments; and
- Professing offsets/write offs when required.

EDUCATION REQUIREMENTS:
Essential
- Completion of Year 12
- Tertiary education

Desirable
- Certificate in Business Administration

DEMONSTRATED EXPERIENCE & ATTRIBUTES:
**Essential**
- 3 years in a similar role
- Excellent attention to detail
- Strong written and verbal communication skills
- Positive ability to work as part of a team
- A willingness to work flexible hours
- Be professionally presented at all times

**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.

**How to apply**:
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.

**Advertised**: 13 May 2024 AUS Eastern Standard Time

**Applications close**:
Job ID 494227

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