Administrative Assistant - Grandview Heights, OH

Plante & Moran, PLLC; North Carolina; On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) plan with match

Paid time off

Job summary

Plante Moran, PLLC is seeking an experienced Administrative Assistant to support partners and teams with scheduling, calendar maintenance, and CRM reporting. You will help produce client deliverables and coordinate meetings, travel, and accommodations to ensure smooth operations.

The role requires strong MS Office proficiency, 3+ years in a professional services environment, and a commitment to confidentiality and excellent client service.

Qualifications

• HS Diploma or GED equivalent required.
• Higher level of education/college coursework preferred.
• 3+ years in administrative/executive admin role, preferably in professional services.
• Verbal and written communication with client-service focus and discretion.
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).
• Travel locally or overnight to clients.

Responsibilities

• Assist partners and team with day-to-day admin duties including scheduling and calendar maintenance.
• Administer and assist with production, editing, and distribution of client or Firm deliverables.
• Schedule meetings, reserve conference rooms, arrange equipment and conference calls.
• Distribute agendas, minutes and reports for meetings.
• Manage CRM system for team members and generate reports.
• Prepare forms and workflows (new client, job codes, check requests).
• Monitor training schedules and CPE reporting for the team.
• Support other administrative staff and provide backup when needed.
• Carry out other office duties as required.

Skills

MS Office

Scheduling

Communication

Confidentiality

Education

HS Diploma or GED

College coursework preferred

Tools

CRM software

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.

• Assist partner(s) and other team members with various day-to-day administrative duties including scheduling and maintaining calendars, expense reports, organizing/processing billing, travel arrangements various other reservations.
• Administer and assist with production, editing, and distribution of complex client or Firm deliverables, such as proposals, presentations, reports, spreadsheets, work plans and reports.
• Schedule and organize various meetings, including reserving of conference rooms (coffee, water, meals, etc.), needed equipment and/or setting up conference calls.
• Distribute agendas, project lists, minutes and reports in preparation of meetings, when required.
• Manage Client Relationship Management (CRM) system for respective team members, including various reporting.
• Prepare various forms and workflows (new client, job codes, check requests, etc.).
• Monitor partner(s) team training schedules and CPE reporting.
• Assist other administrative assistants, when necessary; provide backup when needed.
• Any other office duties as required.

Qualifications.

• HS Diploma or GED equivalent required.
• Higher level of education/college coursework preferred.
• 3 or more years of experience working in an administrative or executive administrative role, preferably in professional services.
• Superior verbal and written communication skills with a focus on client service and the ability to exercise independent judgment and initiative while maintaining high confidentiality.
• Solid technical proficiency including knowledge of MS Office applications (Word, Excel, PowerPoint, and Outlook).
• Opportunity to travel locally or overnight to clients.

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.

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. 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.
• 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 some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location.

Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market‑based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry‑level talent.

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.

The compensation range for this role in CO, IL, OH, and MA is: $23.50 - $28.50.

This application window is a good‑faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

Our founders often referred to our firm as "a people firm disguised as an accounting firm." Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.