Practice Coordinator

Vor 3 Tagen

Perth, Österreich RSM Australia Vollzeit
RSM offers the combined benefits of a professional firm including extensive networks, training and career opportunities – within a highly supportive, people-oriented workplace. This combination provides a great environment to build skills and confidence. We help our people achieve to their best.

Our team thrives on collaboration and is dedicated to fostering a culture where work performance and personal fulfillment go hand in hand. In this role, you'll coordinate team efforts, streamline administrative processes, and support our mission to deliver exceptional client service. You'll have the chance to grow with us, build your skills, and contribute to our journey of continuous improvement and success.

Key Responsibilities

Practice Management responsibilities :

  • Management of client codes, work in progress and related client set up
  • Ensuring accuracy and timeliness of timesheet entry / reporting
  • Processing invoices and updating Greatsoft as required
  • Issuing debtor statements and follow up of outstanding amounts
  • Maintaining a register of subscription and related costs
  • Tracking referral details to other divisions
  • Collating details for international reporting requirements
  • Assisting with process improvement projects and related implementation

Team Support Responsibilities

  • Diary management for Partners and Principals
  • Assisting Partners and Principals with maintaining complete and up-to-date CRM data
  • Organising meetings, including preparation of agendas and supporting documentation, room bookings and invitations, taking minutes and following up on action items as required
  • Coordinating travel, accommodation or catering as required
  • Submitting expense claims
  • Ad hoc administration duties for the team
  • Assisting with organising team social functions
  • Coordinating onboarding of new employees
  • Arranging software access for new starters and maintenance of user lists to ensure they are up to date

Other Responsibilities

  • Working with service line groups to improve template documents and align with best practice
  • Assisting with the organisation of key CF marketing and BD events
  • Co-ordinating local and national training sessions
  • Assistance with preparation of client proposals
  • Assistance with preparation of CF marketing collateral

Essential

Demonstrated Experience & Attributes

  • Strong organisational and communication skills
  • Confident self-starter with can do attitude
  • Team player
  • Multi-tasker
  • Strong attention to detail
  • Technically confident on a PC and using web based applications
  • Ability to work autonomously and as part of a team
  • Advanced Microsoft Office packages
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