Administrative Assistant - Wealth Management - Southfield, MI
Plante Moran(2 months ago)
About this role
An administrative professional supporting teams within the Wealth Management group at Plante Moran. The role provides day-to-day operational support to enable efficient team workflows, client interactions, and the maintenance of firm systems. It is a mid-level, non-exempt position focused on supporting partners and relationship managers.
Required Skills
- Administrative Support
- Calendar Management
- Travel Arrangements
- Client Onboarding
- Billing
- Data Entry
- CRM
- Microsoft Office
- Communication
- Time Management
+5 more
About Plante Moran
plantemoran.comPlante Moran is one of the nation’s largest certified public accounting and business advisory firms, providing clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services
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