Administrative Assistant - Wealth Management - Southfield, Mi

Plante & Moran, PLLC

Southfield, MI, US
Base: $22.82-$37.21; bonus/equity: discretionary b...
4-6 years administrative experience
Microsoft office proficiency required
Client onboarding and document preparation
The position provides day-to-day administrative support for a Wealth Management team, including managing client workflows and billing processes

Job Summary

  • The position provides day-to-day administrative support for a Wealth Management team, including managing client workflows and billing processes.
  • Plante & Moran offers a robust benefits package including health insurance, flexible time off, and a 401(k) plan with discretionary bonuses.
  • The role requires maintaining data integrity, overseeing firm workflow systems, and acting as a liaison for internal staff and external clients.

Matching Summary

The position provides day-to-day administrative support for a Wealth Management team, including managing client workflows and billing processes.

Salary

Base: $22.82-$37.21; Bonus/Equity: Discretionary bonus plan available; Benefits: Health, dental, vision, disability, life insurance, 401(k), pension plan

Skills & Requirements

Must-have

  • 4-6 years administrative experience
  • Microsoft Office proficiency required
  • Client onboarding and document preparation
  • Billing process management
  • Calendar and travel coordination

Nice-to-have

  • WYN/CRM/Salentica system experience
  • Professional services environment background
  • Superior verbal and written communication
  • Ability to work in fast-paced atmosphere
  • Confidentiality and trust maintenance

Key Requirements

  • At least 4-6 years of administrative experience
  • Legally authorized to work in the United States without sponsorship
  • Bilingual in Japanese/English or Chinese/English (exception to sponsorship rule)

Work Rights

Must be legally authorized to work in the US without sponsorship

Tailored Resume

Cover Letter