Make your mark. Our internal firm services team focuses on the firm’s critical business needs. From administrative opportunities to marketing and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate firm operations. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.

Your role.

Your key responsibilities will include, but not be limited to:

• Provide day-to-day support for multiple partners and their respective teams
• Assist with production and editing of complex client or Firm deliverables, such as proposals, presentations, spreadsheets, work plans and reports - copy, bind and distribute as appropriate
• Create and review client invoices, utilizing hours and expense detail in firm management system
• 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 required reports from the system
• May assist with various tax processing tasks such as: scanning client documents, printing, assembling and organizing paper and electronic copies of returns and estimates, and other tax deliverables
• Responsible for learning and using technology and other applications, including certain MS Office, data bases, proprietary applications, and others (training will be provided as needed)
• Assist with internal/external event coordination including mixers, staff and client functions, community events
• Assist other administrative assistants when necessary; provide backup when needed

• HS Diploma or GED equivalent required. Higher level of education/college coursework preferred
• Client service (both internal and external) is a high priority
• 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
• 2-5 years of experience working in an administrative or executive administrative role
• Solid technical proficiency including knowledge of MS Office applications (particularly Word, Excel, PowerPoint, and Outlook)
• Ability to work overtime, if required