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About the Role

The admin 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. 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.

Responsibilities

Format all client-related correspondence and reporting according to National standards.
Perform general data entry and client record management.
Maintain CRM systems for clients and contacts.
Maintain client files.
Ensure team follows RSM’s internal processes, policies and procedures.
Generate weekly and monthly reporting.
Collate information for tenders/proposals, manage the process, and ensure timely submission.
Provide ad hoc administrative support.
Organise occasional travel.
Complete timesheets for Partners.
Provide ad hoc support for client events and training conferences.
Process expenses.
Manage inboxes and calendars.
Coordinate meetings and general calendar management for three leaders.
Maintain correspondence on behalf of partners.
Document and manage deadlines.
Prepare monthly invoices for managers prior to Partner approval.
Enter invoice data accurately and in a timely manner.
Finalise invoices and issue to clients.
Follow up on debtors/client payments.

Requirements

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 balance 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 proficiency with Microsoft Office packages.

Skills

Microsoft Office
CRM software
Communication
Attention to detail
Time management
Prioritisation

Location

Sydney

Work Type

Full-time

Experience Level

3 years

Education Level

Completion of TAFE or Business College administration course (preferred)

Benefits

A wide range of leading health, wellness, financial and lifestyle benefits.

About the Company

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.
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.
RSM provides a great environment to build skills and confidence and we help our people achieve their best.
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!