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Plante Moran · 2 days ago

Administrative Assistant - Traverse City, MI

Traverse City, MI

Full-time

Onsite

Mid Level

$22.82/hr - $37.21/hr

3+ years exp

Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms, dedicated to supporting the growth and success of its employees. The Administrative Assistant will assist partners and team members with various day-to-day administrative duties, including scheduling, managing deliverables, and supporting client relationship management.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management

Growth Opportunities

No H1B

Responsibilities

Assist partner(s) and other team members with various day-to-day administrative duties including scheduling and maintaining calendars, expense reports, organizing/processing billing, travel arrangements various other reservations

Administer and assist with production, editing, and distribution of complex client or Firm deliverables, such as proposals, presentations, reports, spreadsheets, work plans and reports

Schedule and organize various meetings, including reserving of conference rooms (coffee, water, meals, etc.), needed equipment and/or setting up conference calls

Distribute agendas, project lists, minutes and reports in preparation of meetings, when required

Manage Client Relationship Management (CRM) system for respective team members, including various reporting

Prepare various forms and workflows (new client, job codes, check requests, etc.)

Monitor partner(s) team training schedules and CPE reporting

Assist other administrative assistants, when necessary; provide backup when needed

Any other office duties as required

Qualification

MS Office proficiencyAdministrative experienceVerbal communicationWritten communicationClient service focusIndependent judgmentConfidentiality

Required

HS Diploma or GED equivalent required

3 or more years of experience working in an administrative or executive administrative role, preferably in professional services

Superior verbal and written communication skills with a focus on client service and the ability to exercise independent judgment and initiative while maintaining high confidentiality

Solid technical proficiency including knowledge of MS Office applications (Word, Excel, PowerPoint, and Outlook)