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Practice Manager
2 months ago
The Practice Manager will work closely with the Partner in Charge to provide administrative support for the Audit Administration group and the Operations team.
Key Responsibilities- Leadership and Management: Lead, manage, and mentor the Administration team to ensure effective delivery of Administration services to the Audit team.
- Support to Operations Team: Support the Operations team to ensure effective delivery of Operations services to the Audit team.
- Strategy and Agendas: Develop, maintain, and drive the execution of Partner in Charge strategy and agendas.
- Diary Management: Effectively coordinate and manage the diary of Partner in Charge.
- Communication: Screen telephone calls, enquiries, and requests, and handle them when appropriate.
- Email Management: Manage email, including drafting emails on behalf of Partner in Charge.
- Correspondence: Reply to correspondence on behalf of Partner in Charge and draft correspondence.
- Meeting Preparation: Assist Partner in Charge with meeting preparation for National and Global Financial Services matters, including providing relevant information/documentation.
- Action Items: Assist Partner in Charge with follow-up of action items following external and internal meetings.
- Client Matters: Assist with all client-related matters, including report, proposal, and presentation preparation, monthly billings, independence conflict checks, and ASIC searches.
- Travel Arrangements: Coordinate and manage travel arrangements for Partner in Charge.
- Marketing Support: Provide marketing support, including maintaining pipeline, tagging clients, maintaining client lists, and bulk mail outs.
- CRM Database: Maintain the CRM database for Partner in Charge's clients, including reporting and liaising with Partners/Staff to obtain necessary information.
- Timesheets and Expenses: Input timesheets and manage expense claims for Partner in Charge.
- Office Systems: Maintain office systems, including data management and filing of all client correspondence.
- Reporting: Provide reporting on WIP, productivity, debtors, as required.
- Meetings and Events: Arrange meetings, including booking rooms, catering, tele/video conference facilities for Partner in Charge.
- Project Work: Undertake project work, as required.
- Experience: At least 7 years of experience as an EA or PA in a professional services environment.
- Skills: Advanced knowledge of Microsoft Office suite.
- Knowledge: Knowledge of APS, Workplace, or Virtual Cabinet is favourable but not essential.
- Attitude: A 'can-do', enthusiastic, and positive attitude, with drive and determination to deliver on all promises, and self-motivation.
- Client Service: A strong client service ethic, with a commitment to excellence, and a willingness to go the 'extra mile'.
- Attention to Detail: High attention to detail, identifying duplications, inconsistencies, and errors.
- Teamwork: Commitment to cooperative teamwork, prioritizing multiple tasks to achieve goals.
- Professionalism: A highly professional approach to all tasks, acting with integrity and responsibility to build a positive profile within the firm.
