Wealth Management Administrative Assistant

Make your mark. Our internal firm services focuses on the firm’s critical business needs. From administrative opportunities to marketing and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and optimize firm operations. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.

Our rapid growth and increasing demands for our services has created a need for a highly motivated individual to join our Wealth Management Team as an Administrative Assistant.

Your Role.

Position provides day to day administrative support for a team or multiple teams, including proposals/presentations, billing, projects and processes, basic duties including calendaring, travel arrangements, correspondence, etc. Position will also manage daily client workflow which will include initiating processes, and ensuring the movement of tasks.

Your work will include but not limited to:

• Overseeing and maintaining systems:
• Data integrity dashboard maintenance and reporting
• Firm workflow systems and databases
• Maintaining quarterly billing process
• Pipeline management - responsible for accurate input, compilation, and reporting of team’s opportunities
• Direct client onboarding and ongoing assistance:
• Client onboarding materials
• Ensure above forms are delivered and receipted back for processing
• Direct client and internal staff communication on above processes to meet client needs
• Uploading to client portal
• Simultaneous ring for partners and relationship managers to ensure timely communication with clients
• Responsible for scheduling all client meetings
• General Office:
• Assist Partner with various duties including opening and organizing mail, organizing office, scheduling prospect calls, travel arrangements, scheduling and maintaining calendars, time and expense reports, organizing/processing billing, CPE reporting
• Assist with the production and editing of client or Firm deliverables, such as proposals/RFPs, presentations, reports, spreadsheets, and reports
• Prepare materials for electronic delivery, though scanning or other delivery methods may apply
• Involvement in marketing campaigns
• Preparation of proposal packets / pitch books
• Proofreading of correspondence prepared by other staff
• Document maintenance and retention (save, scan, upload to applicable sites)
• Liaison for outside organizations/persons, when necessary
• Arrange for conference rooms, including needed equipment and/or conference calls, meeting breakfast/lunches/coffee, etc.; may include reservations for leased conference rooms
• Miscellaneous team reservations (travel, lunch, dinner, etc.)
• Communication activities including tracking and updating staff on deadlines, target dates. Manage conflicting priorities and overall backlog of admin requests
• Organize team meetings, including agendas, project lists, minutes, and reports
• Research for special projects, when requested

The qualifications:

• 2-3 years of administrative experience, preferably in a professional services or brokerage firm environment
• Microsoft Office experience required, WYN/CRM/Salentica experience highly preferred
• Proven administrative, organizational, and time management skills with great attention to detail and accuracy
• Superior verbal and written communication skills and a focus on client service, exercising independent judgment
• Ability to communicate effectively with partners, staff, and visitors
• Ability to multi-task and work in a fast-paced atmosphere
• Superior data entry and alpha/numeric skills
• Versatile within a team environment - maintaining confidentiality, credibility, and trust
• This is a non-exempt position that may require some overtime during the workweek

Our difference.

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For.” At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.

Apply now. Make your mark.

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

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