Personal Assistant - Audit Practice
Core
Provide administrative and operational support to Audit & Assurance Partners and their teams, managing calendars, financial administration, compliance, and client engagement logistics.
Role type
Senior Personal Assistant (Audit Practice)
Builds
Operational efficiency for Audit Partners and client engagement workflows
Domain
Professional Services / Audit & Assurance
Deliverable
Dashboards & analysis (via CRM/financial admin) | Client delivery (logistics & onboarding)
Required skills
Calendar management, Financial administration, Compliance management, CRM database maintenance, Travel booking, Document production, Stakeholder relationship management
Preferred skills
Practice management systems (MS Dynamics 365, Workday PSA), Tender preparation
Technologies
Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams), MS Dynamics 365, Workday PSA
Responsibilities
Manage Partner calendars and appointments, Handle WIP, debtors, accounts payable, and client billing, Manage compliance requirements (client onboarding, conflict checks, ASIC searches), Prepare tenders and client presentations, Book domestic and international travel
Seniority
Mid-level, hands-on IC
