Personal Assistant

About the role

The Personal Assistant will support two leaders and their teams within the Risk Advisory Services division in Sydney, ensuring client and firm responsibilities are met on time. The role demands strong prioritisation, organisation and the ability to work both independently and as part of a wider team in a fast‑paced environment.

Key responsibilities

• General administration, including formatting client correspondence and reporting to national standards.
• Data entry and client record management; maintaining CRM systems and client files.
• Ensuring team compliance with RSM internal processes, policies and procedures.
• Generating weekly and monthly reports and collating information for tenders and proposals.
• Providing ad‑hoc administrative support, organising occasional travel, processing expenses and managing inboxes and calendars for three leaders.
• Coordinating meetings, maintaining correspondence on behalf of partners and documenting deadlines.
• Preparing monthly invoices, entering data accurately, finalising invoices for client issuance and following up debtor payments.

Required profile

• Preferable completion of a TAFE or Business College administration course; essential demonstrated experience.
• Minimum three years in a similar personal assistant role, preferably within professional practice such as accounting or legal firms.
• Proven ability to work in fast‑paced environments, balance competing priorities and communicate strongly.
• High attention to detail, self‑starter attitude and capacity to work autonomously as well as part of a team.
• Intermediate to advanced proficiency with Microsoft Office packages.

Required skills

• Experience using CRM software for client and contact management.
• Strong command of Microsoft Office applications (Word, Excel, Outlook, PowerPoint).