The personal assistant (PA) or administration assistant (AA) role is to support Leaders and their respective team members within the Risk Advisory Services (RAS) division. The sole role and responsibility of the PA or AA is to ensure the team carry out their client and firm responsibilities in a timely manner. Often there are competing deadlines, therefore prioritization is key.
This role requires someone who is people orientated, mature, organized and able to work in a fast-paced and dynamic environment, working independently and part of a wider team. It also requires attention to detail and a willingness to learn.
Employment type: Full-time
Shift: Day Shift
Work setup: 1st Month - 100% onsite in SM Megatower Office2nd month and succeeding months- Hybrid (3x onsite – 2xWFH)
KEY RESPONSIBILITIES:
o 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;
- Maintenance of client files;
- 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;
- Organize occasional travel;
- Completing timesheets for Partners;
- Ad hoc support for client events and training conferences; and
- Processing expenses.
o Managing inboxes and calendars
- Coordinating meetings and general calendar management for three leaders;
- Maintaining correspondence on behalf of partners; and
- Documenting and managing deadlines.
o Monthly invoicing
- Preparing invoices for managers, prior to Partner approval;
- Enter data in an accurate and timely manner;
- Finalize invoice and issue to client (acting as accounts receivable); and
- Following up debtors/client payments
REQUIREMENTS:
- Completion of Business College administration course
- 3 years in a similar role. Professional practice experience (i.e. Accountants, Lawyers) is preferred
- Experience of CRM software
- 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
Job Types: Full-time, Permanent
Schedule:
- Day shift
Supplemental Pay:
- 13th month salary
Application Question(s):
- Do you have previous experience supporting client based in AU?
- Do you have experience supporting clients like, Accountants or Lawyers?
- Are you willing to work onsite in Ortigas?
Experience:
- Admin/Personal Assistant: 3 years (Preferred)
Work Location: In person