Administrative Assistant - Wealth Management - Southfield, MI

Overview

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Position provides day to day administrative support for a team or multiple teams within our Wealth Management group, 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, direct client follow up, and ensuring the movement of tasks.

Responsibilities include but are 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
  • Document preparation related to engagement management documents
  • Assisting clients with processes related to custodial services
  • Ensure above forms are delivered and receipted back for processing
  • Direct client and internal staff communication on above processes to meet client needs
  • Create meeting folders/notebooks as applicable, include preliminary meeting materials. Add other documents upon request. Finalize for client delivery.
  • 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

• At least 4-6 years of administrative experience, preferably in a professional services 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

On the surface, we re one of the nation s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you ll see what makes us different: we re a relatively jerk-free firm with a world-class culture, consistent recognition as one of Fortune Magazine s "100 Best Companies to Work For," and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have…