Senior Personal Assistant

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:

Senior Personal Assistant - Risk Advisory Services

Location: Sydney

Employment Type: Full-time

We are seeking an experienced, organised and proactive Senior Personal Assistant to support three Leaders and their teams within the Risk Advisory Services (RAS) division in Sydney. This role is critical in ensuring the team meets client and firm responsibilities efficiently, often managing competing deadlines. The successful candidate will thrive in a fast-paced environment, working both independently and collaboratively.

Key Responsibilities

General Administration

• Format client correspondence and reports in line with national standards
• Data entry and client record management
• Maintain CRM systems and client files
• Ensure compliance with internal processes and policies
• Generate weekly and monthly reports
• Collate information for tenders and proposals
• Provide ad hoc administrative support
• Organise occasional travel for Partners and team members
• Manage incoming mail and office deliveries
• Complete timesheets for Partners
• Support client events and training conferences
• Process expenses

Inbox and Calendar Management

• Coordinate meetings and manage calendars for three Leaders
• Maintain correspondence on behalf of Partners
• Track and manage deadlines

Monthly Invoicing

• Prepare invoices for Managers prior to Partner approval
• Enter data accurately and promptly
• Finalise and issue invoices to clients
• Follow up on outstanding payments

About you:

Education Requirements

Essential

• Completion of Secondary Education

Desirable

• Certificate in Business Administration
• Completion of TAFE or Business College administration course

Experience and Attributes

Essential

• Minimum 4 years in a similar role, preferably in professional services (e.g. accounting or legal firms)
• Experience with CRM software
• Ability to manage competing priorities in a fast-paced environment
• Strong communication and attention to detail
• Self-starter with confidence to work independently
• Team-oriented with a proactive approach
• Intermediate to advanced proficiency in Microsoft Office

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:

Please click on the "apply" button and complete our online application form.

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.