Administrative Assistant - Grandview Heights, OH
About The Position
The Administrative Assistant supports partners and other team members with day-to-day administrative operations. The role includes calendar and meeting coordination, expense reporting, billing, travel arrangements, and preparing, editing, and distributing client and Firm deliverables. The position also supports the team's CRM system, required forms and workflows, training schedules, and CPE reporting, and provides backup to other administrative assistants as needed. The role follows Plante Moran’s “Workplace for Your Day” model: the firm is principally in person while encouraging staff to work with their supervisor and team to determine their optimal work environment each day. Local or overnight travel to clients may be required.
Requirements
- High school diploma or GED equivalent.
- Three or more years of experience in an administrative or executive administrative role.
- Superior verbal and written communication skills, with a focus on client service.
- Ability to exercise independent judgment and initiative while maintaining high confidentiality.
- Solid technical proficiency, including knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.
- Legally authorized to work in the United States without sponsorship, except for qualified candidates bilingual in Japanese and English or Chinese and English.
Nice To Haves
- Higher education or college coursework.
- Administrative or executive administrative experience in professional services.
Responsibilities
- Assist partners and team members with scheduling, calendar maintenance, expense reports, billing organization and processing, travel arrangements, and reservations.
- Produce, edit, and distribute complex client or Firm deliverables, including proposals, presentations, reports, spreadsheets, and work plans.
- Schedule and organize meetings, reserve conference rooms, arrange refreshments or meals, and coordinate necessary equipment or conference calls.
- Distribute meeting agendas, project lists, minutes, and reports when required.
- Manage the Client Relationship Management (CRM) system for respective team members, including reporting.
- Prepare forms and workflows, including new-client forms, job codes, and check requests.
- Monitor partners’ team training schedules and CPE reporting.
- Assist and provide backup to other administrative assistants when necessary.
- Perform other office duties as required.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Life insurance
- Flexible Time Off
- Predetermined holidays
- 401(k) plan
- Flexible benefits plans
- Business-related travel, lodging, and meal reimbursement
- Pension plan for eligible administrative and paraprofessional staff
- Discretionary bonus plan for eligible staff
- Some contingent staff positions may elect health insurance and receive limited paid sick time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
