Wealth Management Administrative Assistant - Kalamazoo, MI

　　Location: United States, Michigan, Kalamazoo

　　Make your mark. Our office admin team focuses on supporting the firm’s critical business needs. From providing assistance to our offices, partners, and practice teams, to leveraging resources and optimizing firm operations, our administrative team plays a key role in the firm’s success. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.

　　What does diversity, equity, and inclusion mean to Plante Moran? It means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. 

　　Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our “principally in-person” model.’ We believe that face-to-face interactions are critical for individual and team development, though we’re highly supportive of leveraging opportunities to work from home for focused, quiet time when needed.

　　Your Role.

　　Position provides day to day administrative support for a team or multiple teams within our Wealth Management group , including proposals/presentations, billing, projects and processes, basic duties including calendaring, travel arrangements, correspondence, etc. Position will also manage daily client workflow which will include initiating processes, direct client follow up, and ensuring the movement of tasks.

　　Your work will include but not limited to:

　　Overseeing and maintaining systems:

　　Data integrity and reporting

　　Firm workflow systems and databases

　　Maintaining vendor invoice process

　　General Office:

　　Assist Partner with various duties including opening and organizing mail, organizing office, scheduling calls, travel arrangements, scheduling and maintaining calendars, time and expense reports, organizing/processing billing, CPE reporting

　　Handles miscellaneous phone calls, routes to appropriate staff

　　Assist with the production and editing of client or Firm deliverables, such as proposals/RFPs, presentations, reports, and spreadsheets

　　Prepare materials for electronic delivery, through scanning or other delivery methods

　　Manage processes and projects to ensure deadlines are met. Work with the team to publish data internally and externally

　　Involvement in marketing campaigns

　　Proofread ing and formatting of correspondence prepared by other staff

　　Document maintenance and retention (save, scan, upload to applicable sites)

　　Liaison for outside organizations/persons, when necessary

　　Arrange for conference rooms, including needed equipment and/or conference calls, meeting breakfast/lunches/coffee, etc.

　　Miscellaneous team reservations (travel, lunch, dinner, etc.)

　　Communication activities including tracking and updating staff on deadlines, and target dates. Manage conflicting priorities and requests.

　　Organize team meetings, including agendas, project lists, minutes, and reports

　　Research for special projects, when requested

　　Any other office duties as required

　　The qualifications:

　　4+ years of administrative experience, preferably in a professional services environment

　　Microsoft Office experience required, WYN/CRM/Salentica experience highly preferred

　　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

　　Our difference.

　　We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For.” At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.

　　Apply now. Make your mark.

　　This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.

　　Plante Moran is committed to a diverse workplace.   We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.

　　Plante Moran maintains a drug-free workplace.

　　Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

　　The specific statements above are not intended to be all-inclusive.

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　　Colorado’s Equal Pay for Equal Work Act (SB 19-085) Click here

　　Salary Class

　　Hourly

　　Colorado Equal Pay for Equal Work Act (SB 19-085) Information

　　Compensation is commensurate with technical skills and experience and is provided in accordance with the CO Equal Pay for Equal Work Act.

　　Compensation information posted is based on a position being located in the state of CO. Please review position location for applicable geographic location.

　　Colorado hourly rate range is as follows:

　　$23.50 to $35.26

　　We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a balance fund, 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

　　Apply now (https://plantemoran.avature.net/careers/Login?jobId=6807)