Anna Sylvester – Internal Transfer

Plante & Moran, PLLC; Wakefield (MA); On-site; USD 40,000 - 60,000; Full time

Job summary

Plante & Moran, PLLC is seeking an administrative assistant to support partners with vital administrative duties and client service tasks. Responsibilities include scheduling, billing preparation, meeting organization, and managing CRM systems.

The ideal candidate will have at least 3 years of experience in a similar role, possess strong communication skills, and be proficient in MS Office applications. Plante & Moran is committed to maintaining a drug-free workplace.

Qualifications

• 3+ years of experience in an administrative role, preferably in professional services.
• Strong written and verbal communication skills focused on client service.
• Ability to maintain confidentiality while exercising independent judgment.

Responsibilities

• Assist with day-to-day administrative duties including scheduling and billing.
• Administer production and distribution of client deliverables.
• Organize meetings and manage calendars for partners.

Skills

Verbal and written communication skills

Technical proficiency with MS Office

Independent judgment and initiative

Education

HS Diploma or GED

Higher level education or college coursework

Job description

As an administrative assistant, you will support partners and the team with key administrative and client‑service tasks.

Responsibilities

• Assist partners and other team members with day‑to‑day administrative duties, including scheduling and maintaining calendars, preparing expense reports, organizing and processing billing, and travel arrangements.
• Administer and assist with production, editing, and distribution of complex client and firm deliverables such as proposals, presentations, reports, spreadsheets, and work plans.
• Schedule and organize meetings, reserve conference rooms, arrange equipment and conference calls, and ensure refreshments are provided.
• Distribute agendas, project lists, minutes, and reports in preparation of meetings when required.
• Manage the Client Relationship Management (CRM) system and prepare related reports.
• Prepare forms and workflows (new client intake, job code assignments, check requests).
• Monitor partners’ and team training schedules and CPE reporting.
• Assist other administrative assistants and provide backup duties when necessary.
• Perform other office duties as required and travel locally or overnight to clients as needed.

Qualifications

• HS Diploma or GED equivalent required.
• Higher level of education or college coursework preferred.
• 3 or more years of experience in an administrative or executive administrative role, preferably in professional services.
• Superior verbal and written communication skills focused on client service.
• Strong independent judgment and initiative while maintaining high confidentiality.
• Solid technical proficiency with MS Office applications (Word, Excel, PowerPoint, Outlook).

EEO Statement

Plante Moran is an Equal‑Opportunity Employer. Plante Moran maintains a drug‑free workplace.