at Plante & Moran, PLLC in ChicagoChicago, Illinois, United States
Location: United States, Illinois, Chicago
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.
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 dashboard maintenance and reporting
Firm workflow systems and databases
Maintaining quarterly billing process
Pipeline management - responsible for accurate input, compilation, and reporting of team's opportunities
Direct client onboarding and ongoing assistance:
Client onboarding materials
Document preparation related to engagement management documents
Assisting clients with processes related to custodial services
Ensure above forms are delivered and receipted back for processing
Direct client and internal staff communication on above processes to meet client needs
Create meeting folders/notebooks as applicable, include preliminary meeting materials.Add other documents upon request.Finalize for client delivery.
Uploading to client portal
Simultaneous ring for partners and relationship managers to ensure timely communication with clients
Responsible for scheduling all client meetings
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
Involvement in marketing campaigns
Preparation of proposal packets / pitch books
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 needed equipment 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, target dates. Manage conflicting priorities and overall backlog of admin requests
Organize team meetings, including agendas, project lists, minutes, and reports
Research for special projects, when requested
At least 4-6 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
This is a non-exempt position that may require some overtime during the workweek
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... For full info follow application link.
Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.