Personal Assistant

Personal Assistant – Risk Advisory Services Join to apply for the Personal Assistant – Risk Advisory Services role at RSM Australia . RSM is a leading professional services firm committed to empowering and developing its people. Our purpose is to instill confidence in a world of change for both clients and employees. About the role We are seeking an experienced Personal Assistant to provide high‑level administrative support to three Leaders (Two Partners, one Director) and their teams within our Risk Advisory Services (RAS) division. Your ability to stay organised and proactive will be key to ensuring the team meets client and firm obligations efficiently and on time. Key Responsibilities Format and prepare all client‑related correspondence and reports in line with national standards. Maintain accurate client records and regularly update CRM systems. Organise and maintain client files to ensure compliance and easy retrieval. Generate weekly and monthly reports to support team performance and planning. Collate information for tenders and proposals, manage submission timelines, and ensure timely delivery. Provide ad‑hoc administrative support for projects and team requirements. Coordinate occasional travel arrangements and process related expenses. Assist with planning and delivery of client events and training conferences. Manage inboxes and calendars for three senior leaders, including scheduling meetings and tracking deadlines. Draft and maintain correspondence on behalf of partners. Prepare and process monthly invoices accurately, issue to clients, and follow up on outstanding payments. Enter financial data promptly and maintain accurate records for reporting. Ensure adherence to internal processes, policies, and procedures across the team. About you You are a highly organised and proactive professional who thrives in a fast‑paced environment. You take pride in your attention to detail and ability to manage competing priorities with confidence. You are comfortable working independently while being an integral part of a collaborative team. What You’ll Bring Minimum 6 years in a similar PA or administrative role, ideally within professional services (accounting, legal, consulting). Intermediate to advanced proficiency in Microsoft Office Suite and experience with CRM systems. Exceptional ability to prioritise tasks and manage multiple deadlines effectively. Strong written and verbal communication skills, with a professional and approachable manner. Accuracy and consistency in all aspects of work, from formatting documents to managing financial data. A self‑starter who can work autonomously and take ownership of responsibilities. Comfortable in a dynamic environment and able to respond quickly to changing priorities. TAFE or Business College administration qualification preferred. Life at RSM RSM provides an environment to build skills and confidence and helps its people achieve their best. We are trusted advisors to our clients and need the right people for the job. Our network of offices across Australia and around the world enables us to offer a personal service to all our clients regardless of their location. Working at 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. Seniority level Entry level Employment type Full‑time Job function Administrative Industries Administrative and Support Services #J-18808-Ljbffr