Administrative Assistant - Wealth Management - Southfield, Mi

Plante & Moran, PLLC

Southfield, MI, US
Base: $22.82-$37.21; bonus/equity: not specified; ...
On-site
Data integrity dashboard maintenance
Client onboarding and assistance
Proposal and presentation preparation
Plante & Moran is seeking an Administrative Assistant for its Wealth Management group in Southfield, MI. The role entails providing comprehensive administrative support, including client onboarding, managing workflows, and assisting with documentation and communications

Job Summary

  • Provides day-to-day administrative support for the Wealth Management group, including proposals, billing, projects, and basic duties like calendaring and travel arrangements.
  • Manages daily client workflow, including initiating processes, direct client follow-up, and ensuring task movement.
  • The firm offers a robust benefits package including health, dental, vision insurance, 401(k) plan, and flexible time off.

Matching Summary

Match Score: 85

Plante & Moran is seeking an Administrative Assistant for its Wealth Management group in Southfield, MI. The role entails providing comprehensive administrative support, including client onboarding, managing workflows, and assisting with documentation and communications.

Salary

Base: $22.82-$37.21; Bonus/Equity: Not specified; Benefits: Health, dental, vision, disability, life insurance, 401(k), flexible time off, pension plan

Skills & Requirements

Must-have

  • Data integrity dashboard maintenance
  • Client onboarding and assistance
  • Proposal and presentation preparation
  • Calendar and travel management
  • Microsoft Office proficiency

Nice-to-have

  • We-care culture
  • World-class culture
  • Focus on client service

Key Requirements

  • 4-6 years of administrative experience
  • Professional services environment experience preferred
  • WYN/CRM/Salentica experience highly preferred
  • Superior data entry and alpha/numeric skills
  • Ability to work in a fast-paced atmosphere

Work Rights

Legally authorized to work in the United States without sponsorship

Tailored Resume

Cover Letter