Administrative Staff
2 weeks ago
**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 in this role._
**_ Job Summary_**
The Administrative Assistant position provides day-to-day administrative/secretarial support for a team or multiple teams, including proposals/presentations, billing, projects & processes, and basic secretarial duties including calendaring, travel arrangements, and correspondence. The position will manage some projects, programs, and/or processes.
**_ Position Responsibilities_**
- Responsible for overseeing & maintaining various processes, which may include:
o workflow systems/Firm databases as required, including new client/job workflows and other various internal documents related to client service
o Files and documents for a specific team; updating charts and binders with information
o Databases for the Firm intranet site; creation of material/text and maintenance of information
- May assist with some administrative projects (some complex), for a team or industry group, primarily related to a specific organizational function; responsible for frequent communications with all levels in the organization
- Organize team meetings, including agendas, project lists, minutes, and reports
- Research for special projects, when requested
- 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.)
- May assist with deliverables for staff performance management process, when requested
- Prepare various P&M forms (new client, check request, etc.)
- Handles miscellaneous client and miscellaneous phone calls, routes to appropriate staff
- Proofreading of correspondence prepared by other staff
- Assist Partner and team with various secretarial duties including opening and organizing mail, organizing an office, scheduling prospect calls, travel arrangements, scheduling and maintaining calendars, expense reports, organizing/processing billing, CPE reporting
- Assist other administrative assistants, when necessary; provide backup when needed
- Any other office duties as required
- General Office:
o Assist with the production and editing of client or Firm deliverables, such as proposals/RFPs, presentations, reports, spreadsheets, and reports.
o Prepare materials for electronic delivery, though scanning or other delivery methods may apply.
o Involvement in marketing campaigns
o Document maintenance and retention (save, scan, upload to applicable sites)
o Liaison for outside organizations/persons, when necessary
o Manage conflicting priorities and an overall backlog of admin requests.
o Responsible for enforcing office security
o Make hotel and transportation reservations if requested
o Maintain and balance petty cash
o Assist with overall facilities management of office - environment, janitorial, storage, heating, and cooling issues, lighting, and security when requested
- Responsible for the management of services, procurement and contract management, building maintenance, cleaning, catering, and vending when requested
**Qualification**:
- Bachelor’s degree is required_
- 1 year of administrative experience preferred_
- Proven administrative, organizational and time management skills with great attention to detail and accuracy_
- Ability to multi-task and work in a fast-paced atmosphere; perform well under uncertain or unstructured conditions (pressure); self-driven within a deadline-oriented environment_
- Superior verbal and written communication skills and a focus on client service, together with the ability to exercise independent judgment_
- Ability to be in the office five days/week_
- Ability to work overtime, if required_
**Our difference.**
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 “jerk-free” culture with the lowest staff turnover rate in the industry. Our suppor
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