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.

Your Role.

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.

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
- 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

The qualifications:

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

What makes us different?

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 (hey, nobody ‘s perfect) 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 equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.  

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.

Plante Moran maintains a drug-free workplace.

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, 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 qualified candidates who are bilingual in either Japanese and English or Chinese 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.

For Colorado & Illinois Applicants:

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review the position location for the applicable geographic location.

Under Colorado’s Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Colorado hourly rate range is as follows: $24.31-$36.47
Illinois hourly rate range is as follows: $25.06-$37.58

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Administrative Assistant - Wealth Management - Southfield, MI

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