25 Sep
|
BPT The Birdanco Practice Trust
|
Sydney
25 Sep
BPT The Birdanco Practice Trust
Sydney
OUR VALUE PROPOSITIONAt 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 personal assistant role is to support two Leaders and their respective team members within the Risk Advisory Services (RAS) division in Sydney.
The sole role and responsibility is to ensure the team carry out their client and firm responsibilities in a timely manner.
Often there are competing deadlines, therefore prioritisation is key.
This role requires someone who is mature, organised and able to work in a fast‐paced and dynamic environment, working independently and part of a wider team.Key ResponsibilitiesFormatting of all client‐related correspondence and reporting (adhering to National standards)General data entry / client record managementMaintaining CRM systems for clients and contactsMaintenance of client filesEnsure team follows RSM's internal processes,
policies and proceduresGenerate weekly and monthly reportingCollating information for tenders/proposals, managing process and ensuring timely submissionProviding ad hoc administrative supportOrganise occasional travelCompleting timesheets for PartnersAd hoc support for client events and training conferencesProcessing expensesManaging inboxes and calendars Coordinating meetings and general calendar management for three leadersMaintaining correspondence on behalf of partnersand Documenting and managing deadlinesMonthly invoicing Preparing invoices for managers, prior to Partner approvalEnter data in an accurate and timely mannerFinalise invoice and issue to client (acting as accounts receivable)and Following up debtors/client paymentsEducation Requirements Preferable:Completion of TAFE or Business College administration courseDemonstrated Experience & Attributes Essential: 3 years in a similar role.Professional practice experience (i.e. Accountants, Lawyers) is preferredExperience of CRM softwareAbility to work in fast paced environments and balancing competing prioritiesStrong Communication SkillsStrong attention to detailA self-starter with confidence in their ability to get the job doneAbility to work autonomously and as part of a teamIntermediate / Advance with Microsoft Office packagesAbout you:Education Requirements Preferable: Completion of TAFE or Business College administration course Demonstrated Experience & Attributes Essential: 3 years in a similar role.
Professional practice experience (i.e. Accountants, Lawyers) is preferred Experience of CRM software 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 packagesLife 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.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 team-oriented 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.
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📌 Personal Assistant (Sydney)
🏢 BPT The Birdanco Practice Trust
📍 Sydney