Administrative Assistant - Wealth Management - Southfield, MI

Plante Moran•Southfield, MI

56d•$25 - $37

About The Position

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. Position provides day to day administrative support for a team or multiple teams within our Wealth Management group, including proposals/presentations, billing, projects and processes, basic duties including calendaring, travel arrangements, correspondence, etc. Position will also manage daily client workflow which will include initiating processes, direct client follow up, and ensuring the movement of tasks.

Requirements

At least 4-6 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 that may require some overtime during the workweek

Responsibilities

Overseeing and maintaining systems:
Data integrity dashboard maintenance and reporting
Firm workflow systems and databases
Maintaining quarterly billing process
Pipeline management - responsible for accurate input, compilation, and reporting of team's opportunities
Direct client onboarding and ongoing assistance:
Client onboarding materials
Document preparation related to engagement management documents
Assisting clients with processes related to custodial services
Ensure above forms are delivered and receipted back for processing
Direct client and internal staff communication on above processes to meet client needs
Create meeting folders/notebooks as applicable, include preliminary meeting materials. Add other documents upon request. Finalize for client delivery.
Uploading to client portal
Simultaneous ring for partners and relationship managers to ensure timely communication with clients
Responsible for scheduling all 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
Involvement in marketing campaigns
Preparation of proposal packets / pitch books
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 needed equipment 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, target dates. Manage conflicting priorities and overall backlog of admin requests
Organize team meetings, including agendas, project lists, minutes, and reports
Research for special projects, when requested

Benefits

health, dental, vision, disability, and life insurance
Flexible Time Off and various pre-determined holidays
401(k) plan
flexible benefits plans
business-related travel expense, lodging, and meal reimbursement for business-related use
pension plan is also available for eligible administrative and paraprofessional staff
discretionary bonus plan is available for eligible staff

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