Administrative Assistant - Wealth Management

Plante Moran•Southfield, MI

1d•$23 - $37•Hybrid

About The Position

This role is for an Administrative Assistant in Wealth Management, supporting a team with various administrative tasks. The company emphasizes a "we-care" culture, prioritizing employee growth, well-being, and success. The position involves managing systems, client onboarding, scheduling, document preparation, and communication activities. The firm is committed to diversity, equity, and inclusion, offering a flexible "Workplace for Your Day" model that balances in-person interaction with flexibility.

Requirements

5+ years of administrative experience, preferably in a professional services environment.
Microsoft Office experience required.
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.
Must be legally authorized to work in the United States without sponsorship (with exceptions for bilingual Japanese/English or Chinese/English candidates).

Nice To Haves

WYN/CRM/Salentica experience highly preferred.

Responsibilities

Overseeing and maintaining systems, including data integrity dashboard maintenance and reporting, firm workflow systems and databases, and client billing.
Pipeline management, including accurate input, compilation, and reporting of team’s opportunities.
Direct client onboarding and ongoing assistance, including preparing onboarding materials, ensuring forms are delivered and receipted, and communicating with clients and staff on processes.
Simultaneous ring for partners and relationship managers to ensure timely communication with clients.
Scheduling client meetings.
Assisting Partner with various duties, including opening and organizing mail, organizing the office, scheduling prospect calls, travel arrangements, scheduling and maintaining calendars, time and expense reports, organizing/processing billing, and CPE reporting.
Assisting with the production and editing of client or Firm deliverables, such as proposals/RFPs, presentations, reports, spreadsheets, and reports.
Preparing materials for electronic delivery, scanning, or other delivery methods.
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.
Arranging for conference rooms, including equipment, conference calls, and catering.
Miscellaneous team reservations (travel, lunch, dinner, etc.).
Communication activities, including tracking and updating staff on deadlines and target dates.
Managing conflicting priorities and overall backlog of admin requests.
Organizing team meetings, including agendas, project lists, minutes, and reports.