Key Lead - Destin Commons, Hollister

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.

About the role

The Team Assistant role is a full time role supporting one Partner, one Director and their respective team members within the Risk Advisory Services (RAS) division. The Team Assistant must ensure the team carry out their client and firm responsibilities in a timely manner. Often there are competing deadlines, therefore re-prioritisation is a key aspect of this role.

This role requires an individual who is mature, organised, proactive, accountable and able to manage within a fast-paced practice with a large volume of client work. Also has a high focus on BD activities with tenders and proposals.

Key Responsibilities

General administration

• Formatting of all client-related correspondence and reporting (adhering to National standards);
• General data entry / client record management;
• Maintaining CRM systems for clients and contacts;
• Ensure team follows RSM's internal processes, policies and procedures;
• Generate weekly and monthly reporting;
• Collating information for tenders/proposals, managing process and ensuring timely submission;
• Providing ad hoc administrative support, including setting up template reports, presentations and documents;
• Organise occasional travel;
• Completing timesheets for Partner;
• Ad hoc support for client events and training conferences;
• Processing expenses within Workday; and
• Liaising with clients/customers as required.

Managing inboxes and calendars

• Supporting Partner email management;
• Coordinating meetings on behalf of Partner/Director; and
• Documenting and managing deadlines (tenders).

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); and
• Following up debtors/client payments.

About you

Demonstrated Experience & Attributes

Essential

• 3 years in a similar role. Professional practice experience (i.e. Accountants, Lawyers) is preferred
• 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 packages

Location

Hybrid - Open to candidates based across the east coast, including regional based.

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.