Secretary - Audit

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

This role is to provide effective and efficient organisational, secretarial and administrative support for the Audit team.

Responsibilities

• Assist Managers with their day-to-day tasks, eg. diary management, arranging meetings, booking meeting rooms, car parking spaces and catering
• Book travel
• Raise and issue monthly client billing and coordinate with Credit Control as needed
• Update client records on billing system
• Assist with client take-on procedures and internal administration, including preparation of client engagement letters
• Prepare draft audit plans and findings reports
• Type letters, agendas and reports in accordance with the Firm’s standard procedures

Team Support

• Request, monitor and process bank letters and investment confirmations for audit purposes
• Print off and arrange for accounts to be filed at Companies House and track on internal spreadsheet
• Scan documents and help process departmental post
• Ensure that timesheets are completed at month end and assist with timesheet completion/amends
• Prepare presentations and proposals in line with the Firm’s templates/branding
• Type financial reports and accounts
• Assist with external seminars as required, including greeting clients
• Help maintain marketing customer relationship management software
• Help organise internal team meetings, socials and cards/collections

Requirements

The role requires:

• Typing speed min 60 wpm
• GCSE English – B (or equivalent)
• Word – Intermediate level
• Accuracy of typing – Excellent standard
• Excellent communication skills
• Strong team working
• Good attention to detail
• Experienced user of Microsoft Outlook along with good diary management skills
• Good listening and questioning skills
• Strong attention to detail to assist with CRM data entry and management (Dynamics)
• Experienced user of PowerPoint – create and update branded documents and presentations
• Support the marketing and business development team with administrative tasks as required

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.

For further information, and to apply, please visit our website via the “Apply” button below.