The role involves managing portfolio administration tasks, serving as a liaison between advisors and operations teams, and resolving client data issues
Job Summary
The role involves managing portfolio administration tasks, serving as a liaison between advisors and operations teams, and resolving client data issues.
Plante Moran offers a robust benefits package including health insurance, 401(k), flexible time off, and a discretionary bonus plan.
The company fosters a 'we-care' culture with a focus on diversity, equity, inclusion, and face-to-face interactions for professional development.
Matching Summary
The role involves managing portfolio administration tasks, serving as a liaison between advisors and operations teams, and resolving client data issues.
Salary
Base: $24.95 - $39.87 per hour; Bonus/Equity: Discretionary bonus plan available; Benefits: Health, dental, vision, disability, life insurance, 401(k), Flexible Time Off
Skills & Requirements
Must-have
2+ years industry experience
High School diploma or GED equivalent
Client service orientation
Strong written and oral communication skills
Ability to work in fast-paced environment
Nice-to-have
Previous administrative experience preferred
Investment industry experience preferred
Creative problem-solving skills
Team collaboration with independent responsibilities
High stress tolerance
Key Requirements
High School diploma or GED required
2+ years of industry experience
Legal authorization to work in the US without sponsorship (exceptions for bilingual candidates)
Experience in administrative or investment sectors preferred
Work Rights
Must be legally authorized to work in the United States without sponsorship