Administrative Assistant - Wealth Management

Plante Moran•Southfield, MI

6d•$23 - $37•Hybrid

About The Position

This role is responsible for overseeing and maintaining various systems including a data integrity dashboard, firm workflow systems, databases, and client billing. The position also involves managing client onboarding and ongoing assistance, ensuring accurate input and reporting of team opportunities, and handling simultaneous client communications for partners and relationship managers. General office duties include assisting partners with mail, office organization, scheduling, travel arrangements, calendar management, expense reports, and processing billing. The role also supports the production and editing of client deliverables, prepares materials for electronic delivery, handles document maintenance, and acts as a liaison for outside organizations. Additionally, the Administrative Assistant will arrange for conference rooms, manage team reservations, and track communication activities, deadlines, and target dates, while also organizing team meetings.

Requirements

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

Nice To Haves

WYN/CRM/Salentica experience highly preferred

Responsibilities

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
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