Plante Moran
wealth management
AdministrativeAssistant
Neural analysis suggests this role is
optimal for Mid candidates.
“Administrative Assistant at Plante Moran. Skills: administrative experience, organizational skills, time management skills, communication skills, client service. Overseeing and maintaining systems. Data integrity dashboard maintenance and reporting”
What You'll Achieve.
Data integrity dashboard maintenance and reporting; Pipeline management - responsible for accurate input, compilation, and reporting of team’s opportunities; Ensure above forms are delivered and receipted back for processing; Communication activities, including tracking and updating staff on deadlines and target dates.
Industry & Context.
exercising independent judgment; Manage conflicting priorities
This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week., 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.
What They're Looking For.
Must Have
5+ years of administrative experience, Microsoft Office experience required, 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
Nice to Have
preferably in a professional services environment, WYN/CRM/Salentica experience highly preferred
What You'll Do.
Overseeing and maintaining systems, Data integrity dashboard maintenance and reporting, Firm workflow systems and databases, Client billing, 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 processes to meet client needs, Simultaneous ring for partners and relationship managers to ensure timely communication with clients, Responsible for scheduling client meetings, 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, Preparation of proposal packets/meeting materials, 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 equipment needed 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 and target dates., Manage conflicting priorities and overall backlog of admin requests, Organize team meetings, including agendas, project lists, minutes, and reports.
How You'll Work.
Team & Collaboration
cross-functional coordination; vendor/stakeholder management; Ability to communicate effectively with partners, staff, and visitors; Versatile within a team environment; Direct client and internal staff communication on processes to meet client needs; Simultaneous ring for partners and relationship managers to ensure timely communication with clients; Assist Partner with various duties; Organize team meetings
Communication Scope
Superior verbal and written communication skills; Ability to communicate effectively with partners, staff, and visitors; Communication activities, including tracking and updating staff on deadlines and target dates.
Process & Methodology
Manage conflicting priorities and overall backlog of admin requests, Organize team meetings, including agendas, project lists, minutes, and reports
Full Job Description
**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.** Your work will include but not limited to: * Overseeing and maintaining systems: * Data integrity dashboard maintenance and reporting * Firm workflow systems and databases * Client billing * 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 processes to meet client needs * Simultaneous ring for partners and relationship managers to ensure timely communication with clients * Responsible for scheduling 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 * Preparation of proposal packets/meeting materials * 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 equipment needed 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
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