Anna Sylvester – Internal Transfer

As an administrative assistant, you will support partners and the team with key administrative and client‑service tasks.

• Assist partners and other team members with day‑to‑day administrative duties, including scheduling and maintaining calendars, preparing expense reports, organizing and processing billing, and travel arrangements.
• Administer and assist with production, editing, and distribution of complex client and firm deliverables such as proposals, presentations, reports, spreadsheets, and work plans.
• Schedule and organize meetings, reserve conference rooms, arrange equipment and conference calls, and ensure refreshments are provided.
• Distribute agendas, project lists, minutes, and reports in preparation of meetings when required.
• Manage the Client Relationship Management (CRM) system and prepare related reports.
• Prepare forms and workflows (new client intake, job code assignments, check requests).
• Monitor partners’ and team training schedules and CPE reporting.
• Assist other administrative assistants and provide backup duties when necessary.
• Perform other office duties as required and travel locally or overnight to clients as needed.

• HS Diploma or GED equivalent required.
• Higher level of education or college coursework preferred.
• 3 or more years of experience in an administrative or executive administrative role, preferably in professional services.
• Superior verbal and written communication skills focused on client service.
• Strong independent judgment and initiative while maintaining high confidentiality.
• Solid technical proficiency with MS Office applications (Word, Excel, PowerPoint, Outlook).

Plante Moran is an Equal‑Opportunity Employer. Plante Moran maintains a drug‑free workplace.