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Job Description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.


JOB SUMMARY


The primary function of the USI Operations Sr. Associate is to coordinate project and operational aspects of the USI leadership and operations team. This role provides support to the assigned USI operations team or function in areas associated with meetings, data analytics, reporting, and operational programs. This position is responsible for the creation and revision of reporting and / or materials required for leadership meetings. In this capacity the USI Operations Sr. Associate will provide support with planning, coordination, and execution of meetings and other operational activities and projects.


ESSENTIAL DUTIES


  • Provide assistance for time-sensitive and proprietary tasks for Assigned Leadership team members as requested.
  • Work with leadership to coordinate communication, and support needs affecting the successful execution of leadership and operational activities.
  • Partner with assigned USI leadership and operations team members to develop leadership meeting objectives and agendas, document meeting outcomes, and follow up on related action items. 
  • Assist with practice management reports, maintaining dashboards, and continuous process improvement.
  • Support leadership in execution of strategic or tactical imperatives.
  • Liaise with internal organizations (human resources, finance, marketing, sales, etc.) in support of related operational functions, with guidance and instruction from assigned operations leadership.
  • Assist with uploading and/or organizing documents in SharePoint or other document management sites.
  • Be a resource to USI operations resources, fielding questions.
  • In conjunction with assigned leadership, support the definition of project scope and revise as appropriate to meet changing needs and requirements. Support leadership to manage project objectives, schedule, resources, and deliverables.
  • Create and update project plans.
  • Working with assigned leadership to support response to and resolution of troubled initiatives on an as-needed basis.
  • Provide oversight and advocacy for the effective efficient use of internal systems.
  • Other duties as assigned.

QUALIFICATIONS


  • Bachelor’s degree or equivalent experience

Experience


  • 3-5 years relevant experience preferred
  • Experience managing multiple projects of low to moderate risk
  • Previous project or team management experience preferred

Technical Skills


  • Strong Microsoft Office skills including Microsoft Word, PowerPoint, Excel and Outlook, required.
  • Ability to prepare PowerPoint presentations including charts, graphics and tables, speaker notes & handouts, etc., required.
  • Advanced Microsoft Office Excel skills, preferred.
  • Strong communication skills both written and verbal.
  • Experience working in Smartsheet, preferred.

Special Requirements Specific to Job


  • Able to work in fast-paced, self-directed entrepreneurial environment.
  • Excellent telephone personality skills.
  • Prominent organization skills.
  • Excellent organization and time management skills.
  • Highly energetic and self-starter.
  • Able to multi-task the activities with shifting priorities.
  • Should be honest, assertive, and systematic.
  • Strong attention to detail.
  • Positive attitude.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html.  


RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.  


Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus.com.


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