Administrative Assistant - Wealth Management

Plante & Moran Financial Advisors, LLC; Southfield (MI); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid holidays

Flexible time off

Pension plan

Job summary

Plante Moran is seeking an experienced administrative professional in the United States to maintain data integrity dashboards, manage firm workflows, and handle client billing. The role includes onboarding clients, scheduling meetings, and assisting with proposals and deliverables across the team.

The candidate will coordinate travel, organize calendars, and ensure timely communication with partners and clients in a fast-paced professional services environment.

Qualifications

• 5+ years of administrative experience in a professional services setting.
• Proficient with Microsoft Office; familiarity with CRM systems such as WYN/Salentica.
• Excellent organizational and time-management skills with attention to detail.

Responsibilities

• Oversee and maintain data integrity dashboards and reporting.
• Manage firm workflow systems and databases.
• Handle client billing and pipeline management.
• Onboard clients and coordinate onboarding materials.
• Schedule client meetings and coordinate internal calendars.
• Support office operations and arrange travel/logistics.
• Assist with proposals, RFPs, presentations, and deliverables.
• Prepare materials for electronic delivery and archival storage.
• Maintain confidentiality and support team communications.
• Track deadlines and coordinate team meetings with agendas.

Skills

5+ years admin

MS Office

CRM experience

Data entry

Organizational skills

Time management

Tools

WYN/CRM/Salentica

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

• 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 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

The qualifications

• 5+ 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, so you may have to work hours that exceed the standard 40-hour work week.

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 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.

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: $22.82-$37.21 #LI-CB1 #LI-Onsite

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 this firm was built on values and principles that support this philosophy to this day.