Administrative Assistant - Wealth Management

Responsibilities

• Overseeing and maintaining systems:
  • Data integrity dashboard maintenance and reporting
  • Firm workflow systems and databases
  • Client billing
  • Pipeline management - responsible for accurate input, compilation, and reporting of team’s opportunities
• Direct client onboarding and ongoing assistance:
  • Client onboarding materials
  • Ensure above forms are delivered and receipted back for processing
  • Direct client and internal staff communication on processes to meet client needs
  • Simultaneous ring for partners and relationship managers to ensure timely communication with clients
  • Responsible for scheduling client meetings
• General Office:
  • Assist Partner with various duties, including opening and organizing mail, organizing office, scheduling prospect calls, travel arrangements, scheduling and maintaining calendars, time and expense reports, organizing/processing billing, CPE reporting
  • Assist with the production and editing of client or Firm deliverables, such as proposals/RFPs, presentations, reports, spreadsheets, and reports
  • Prepare materials for electronic delivery, though scanning or other delivery methods may apply
  • 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
  • Arrange for conference rooms, including equipment needed and/or conference calls, meeting breakfast/lunches/coffee, etc.; may include reservations for leased conference rooms
  • Miscellaneous team reservations (travel, lunch, dinner, etc.)
  • Communication activities, including tracking and updating staff on deadlines and target dates. Manage conflicting priorities and overall backlog of admin requests
  • Organize team meetings, including agendas, project lists, minutes, and reports

• 5+ 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

Eligible staff receive a robust benefits package including health, dental, vision, disability, and life insurance. Eligible staff may also take advantage of Flexible Time Off, specified holidays, a 401(k) plan, flexible benefits plans, and reimbursements for business‑related travel, lodging, and meals. A pension plan is available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff.

Contingent staff may elect health insurance and receive limited paid sick time.

The compensation range for this role in CO, IL, OH, and MA is: $22.82–$37.21 per hour.

Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug‑free workplace.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution.