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As one of the world’s largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions – we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you.

Overall job purpose To provide a high standard of secretarial support to the CF team and ensuring cover is provided on holidays/sickness etc.

Support to Partners, Directors, Managers, and wider team

• Provide secretarial and administrative assistance including comprehensive support as required for individual projects to the Partners, Directors, Managers and wider team


• Providing administrative assistance to the Company Secretarial team and assisting them to clear a filing, archiving and file destruction project


• Manage diaries and arrange meetings, ensuring that bookings are achievable in terms of workload and time constraints


• Draft letters, format documents, minute meetings and respond to external invitations.Liaise with clients as appropriate


• Preparing, amending and sending Letters of Engagement and disengagement


• Monitoring client identification and keeping accurate records


• Scanning the departments letters of engagements and money laundering documents and uploading them onto CEAP

Business Development Duties

• Updating business development activity on MS Dynamics (client database), ensuring that all information is accurate


• Arranging seminars, workshops, client events, managing and co-ordinating suppliers and all event logistics (venue, catering, travel)


• Assisting in the preparation of tender documents ensuring adherence to guidelines on RSM templates and branding


• Ordering of branded stationery items, ensuring regular stock takes of such items are carried out


• To act as an ambassador for RSM at client events, playing a key role in providing a meet and greet service to those attending whether internal or external

Practice Management System (PASO) – Billing

• Billing and provisioning for partners and managers monthly, as required


• Setting up contacts/engagement codes/updates to existing client addresses etc


• Preparing WIP reports as required

Candidate Requirements Essential

• Proactive response time


• Experience working in a similar role


• Excellent communications skills and strong team working ability


• Demonstrate advanced technical skills in using MS Word, MS Excel, MS PowerPoint and related programs


• Experience of assisting on BD matters and on the preparation of pitch and other marketing documents


• Ability to remain discreet working with confidential matters


• Ability to manage multiple tasks simultaneously, solve problems, manage and meet the deadlines and maintain a high quality of work


• Experience with diary and travel management


• Possess flexibility and adaptability to manage changing work requirements and varying volumes of work

Desirable

• Experience of supporting Senior Management and/or Partners


• Use to working within a team and independently


• Forward looking thinker, who actively seeks opportunities and proposes solutions in a timely manner


• Commitment to, and enthusiasm for, client service and delivery


• Possess a personal presentation that reflects a professional image and the values of the organisation


• Ability to work under pressure

Diversity and Inclusion at RSM
At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client’s needs. Diverse teams bring a broader range of ideas and insights to work. That’s why we’re working together to ensure our firm’s principles and processes support a firm culture that embraces difference and strengthens inclusion.
At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.