AI-Readiness Audit · Role Redesign · Same people. More capacity.
Snapshot ID · OSN-2026-05-04829
AUDITED
MAY 2026
SAMPLE
Role Redesign · 5 most-impacted roles

Your roles, redesigned for AI.

We've taken 5 of your most-impacted roles and rewritten them for AI-augmented operations. Same people. More capacity. Use these as starting points on SEEK, LinkedIn, or internally — the foundation for the conversation with your team.

RT
Riverside Advisory Group 47 employees Professional Services Sydney
How to read this: The left card shows how each role typically runs today. The right card shows the same role redesigned for AI-augmented operations — what AI handles (✓ green, mapped to your workflow tools), what the human focuses on (▸), and the new skills that matter (+). Nobody is removed. Each person moves up the value chain.
YOUR AI-ENABLED TEAM & ROLESSame people, more capacity — before & after, role by role
5 roles▾
01
Executive Assistant
// Workflows 01 · 04
Current role
Executive Assistant
Riverside Advisory Group · Sydney, NSW
Key responsibilities
  • Draft correspondence, reports, board papers and internal memos
  • Manage executive calendars, scheduling and meeting logistics
  • Take meeting minutes and circulate action items manually
  • Triage and respond to routine email on executives' behalf
  • Coordinate travel and reconcile expenses
Requirements
  • 4+ years EA experience
  • Excellent written communication
  • Advanced MS Office / Google Workspace
  • Discretion with confidential information
→
AI-augmented role
Executive Assistant — AI-Enabled
Riverside Advisory Group · Sydney, NSW
AI handles
  • First-draft correspondence, reports and board papers from context + templates (Claude Teams)
  • Meeting transcription + action-item capture and distribution (Otter.ai / Fireflies)
  • Routine email triage and draft responses (escalates judgement calls)
  • Calendar optimisation and expense categorisation
You focus on
  • Executive partnership — anticipating needs, managing priorities
  • Reviewing and finalising AI drafts (editor, not author)
  • Stakeholder relationships and confidential communications
  • Complex coordination and event management
New requirements
  • Comfortable directing AI drafting tools and reviewing output critically
  • Judgement on what to escalate vs automate
Role designed with OrgSnapshot.ai workforce intelligence
02
Finance Officer / Bookkeeper
// Workflows 03 · 05
Current role
Finance Officer
Riverside Advisory Group · Sydney, NSW
Key responsibilities
  • Enter supplier invoices and process accounts payable
  • Reconcile bank accounts and credit cards
  • Prepare monthly management reports manually
  • Chase accounts receivable
  • Process expense claims and maintain the general ledger
Requirements
  • 3+ years bookkeeping / accounts experience
  • Xero / MYOB proficiency
  • Strong attention to detail
  • Cert IV in Bookkeeping or equivalent
→
AI-augmented role
Finance Officer — AI-Enabled
Riverside Advisory Group · Sydney, NSW
AI handles
  • Invoice data capture, coding and AP processing (Dext / Hubdoc)
  • Automated bank reconciliation with exception flagging
  • Management report + dashboard generation (Fathom)
  • AR reminders and follow-up sequencing
You focus on
  • Cash-flow analysis and forecasting
  • Exception investigation and anomaly resolution
  • Financial commentary and advisory insight for management
  • Process improvement and controls
New requirements
  • Critical review skills for AI-generated financial commentary
  • Advisory mindset — from data entry to data interpretation
Role designed with OrgSnapshot.ai workforce intelligence
03
Client Services Coordinator
// Workflows 02 · 06
Current role
Client Services Coordinator
Riverside Advisory Group · Sydney, NSW
Key responsibilities
  • First point of contact for client calls and emails
  • Triage and route enquiries to the right team member
  • Schedule meetings and manage bookings
  • Answer routine product/service questions
  • Maintain CRM and chase outstanding client documents
Requirements
  • 2+ years client-facing experience
  • Excellent communication
  • CRM experience
  • Strong organisation
→
AI-augmented role
Client Services Coordinator — AI-Enabled
Riverside Advisory Group · Sydney, NSW
AI handles
  • 24/7 inquiry triage and routing (Intercom Fin / Zendesk AI)
  • Instant responses to routine, standard questions
  • Meeting scheduling and booking coordination
  • Internal knowledge search to answer queries fast (Glean / Notion AI)
You focus on
  • Complex and sensitive client situations
  • VIP and at-risk client care
  • Relationship-building with key accounts
  • Reviewing AI-flagged escalations
New requirements
  • Empathy-led handling of complex cases (AI takes the routine)
  • Comfort managing an AI front line and reviewing escalations
Role designed with OrgSnapshot.ai workforce intelligence
04
Business Development Manager
// Workflows 08 · 01
Current role
Business Development Manager
Riverside Advisory Group · Sydney, NSW
Key responsibilities
  • Research and qualify prospective clients
  • Build and maintain prospect lists
  • Draft proposals and pitch documents
  • Track pipeline and report on BD activity
  • Prepare for meetings and draft follow-up correspondence
Requirements
  • 3+ years B2B business development
  • Strong writing and presentation
  • CRM proficiency
  • Industry network
→
AI-augmented role
Business Development Manager — AI-Enabled
Riverside Advisory Group · Sydney, NSW
AI handles
  • Prospect research, enrichment and lead scoring (Clay / Apollo)
  • First-draft proposals and pitch documents from capability library (Claude Teams)
  • Pipeline tracking and activity reporting from CRM
  • Follow-up correspondence and meeting-prep briefs
You focus on
  • Relationship strategy — which prospects, which sectors
  • High-stakes negotiations and pitches
  • Reviewing and personalising AI-drafted proposals
  • Strategic partnerships and referral networks
New requirements
  • Data-driven BD — pipeline metrics, conversion, ROI
  • Experience directing AI-generated proposals (editor, not writer)
Role designed with OrgSnapshot.ai workforce intelligence
05
Operations & Compliance Manager
// Workflows 09 · 10 · 07
Current role
Operations & Compliance Manager
Riverside Advisory Group · Sydney, NSW
Key responsibilities
  • Review contracts and flag risk clauses manually
  • Conduct compliance checks (AML/KYC, conflicts)
  • Coordinate new-hire onboarding and documentation
  • Maintain SOPs and operational documentation
  • Monitor regulatory obligations and prepare reports
Requirements
  • 5+ years operations / compliance
  • Knowledge of relevant regulatory frameworks
  • Strong process and documentation skills
  • Risk-management experience
→
AI-augmented role
Operations & Compliance Manager — AI-Enabled
Riverside Advisory Group · Sydney, NSW
AI handles
  • Contract review and deviation flagging (Spellbook / Lexion)
  • Automated AML/KYC screening and monitoring (ComplyAdvantage / Onfido)
  • New-hire onboarding workflows and document collection (Employment Hero)
  • SOP generation from screen capture + walkthrough (Scribe)
You focus on
  • Risk judgement on AI-flagged contract and compliance issues
  • Complex matters and regulator relationships
  • Operational strategy and process design
  • Human sign-off on compliance decisions (AI is advisory)
New requirements
  • Critical review of AI-flagged contract and compliance issues
  • Understanding that AI compliance tools are advisory — human sign-off mandatory
Role designed with OrgSnapshot.ai workforce intelligence
Complete Roadmap · $399
See all 5 role redesigns in full
Role 1 above is your free preview. Unlock the remaining 4 roles — full AI-augmented descriptions, what your people focus on, the new skills that matter, and SEEK-ready position descriptions.
$399 one-time
Unlock the Complete Roadmap →
Also includes all 12 step-by-step build guides, compliance checklists & your 90-day CEO Gantt
Role 1 above is your free preview. The remaining four redesigns — plus SEEK-ready position descriptions tailored to your titles, tools and obligations — unlock with the Complete Roadmap. The principle holds throughout: nobody removed, everybody moved up the value chain.
Want these tailored to your actual roles? Free intro
We'll introduce you to a vetted AI implementation specialist in your industry and region who can rewrite these for your specific titles, tools, and obligations — and build the workflows behind them. They quote you separately; we don't charge a fee. No lock-in.
Request a specialist match →
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