Wealth Management Admin: Flexible, Client-Driven Support

Plante Moran; Detroit (MI); On-site; USD 31,000 - 51,000; Full time

Benefits offered by this job

Flexible Time Off

401(k) plan

Pension plan

Meal reimbursement for business use

Job summary

Plante Moran is seeking an experienced administrative professional to support partners and staff in a fast-paced professional services environment in Detroit. You’ll manage data systems, client onboarding, billing, and reporting to ensure smooth daily operations.

The role emphasizes accuracy, confidentiality, and strong communication with partners, staff, and clients while contributing to the firm’s high standards of service. Flexibility in duties and a strong team orientation are valued.

Qualifications

• 3 - 6 years of administrative experience, preferably in a professional services environment.
• Superior verbal and written communication skills with a focus on client service.
• Ability to multi-task and work in a fast-paced atmosphere.
• Proven administrative, organizational, and time management skills with great attention to detail and accuracy.

Responsibilities

• Overseeing and maintaining systems.
• Data integrity dashboard maintenance and reporting.
• Firm workflow systems and databases.
• Client billing.
• Pipeline management - input, compilation, and reporting of opportunities.
• Direct client onboarding and ongoing assistance.

Skills

Administrative experience

Microsoft Office

Attention to detail

Excellent communication

Time management

Tools

WYN/CRM/Salentica

Job description

Plante Moran is seeking an experienced administrative professional to support partners and staff in a fast-paced professional services environment in Detroit. You’ll manage data systems, client onboarding, billing, and reporting to ensure smooth daily operations.

The role emphasizes accuracy, confidentiality, and strong communication with partners, staff, and clients while contributing to the firm’s high standards of service. Flexibility in duties and a strong team orientation are valued.