Wealth Management Admin Specialist | Flexible Hours

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

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.