Location: United States, Michigan, Southfield

Location: United States, Michigan, Grand Rapids

Location: United States, Michigan, Kalamazoo

Location: United States, Illinois, Chicago

Location: United States, Colorado, Denver

Location: United States, Ohio, Columbus

Make your mark.Having roots in one of the nation's largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudlyserves as a trusted advisor to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance.With $19.4B in assets under managementasof December 31, 2023, we have over 300 professionals dedicated todelivering holistic, independent, and objective financial guidance with the highest level of quality

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 paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Your role. Your work will include, but not be limited to:

Portfolio Administration Self-review of tasks performed, including client deliverables Manage and prioritize tasks and workflows Serve as a liaison between advisors and broader PMFA operations team Field questions related to client data, reports or any items as a result of work Research and resolve issues related to client information Client Services Administration Deliver superior client service Serve as a liaison between internal staff, custodian, and others as needed Preparation of new account paperwork Preparation of paperwork for account changes Preparation of account transfer paperwork and verification of asset transfer eligibility Ensure timely completion of account transfers and other paperwork processing Frequent communication with custodians and internal staff Monitor and follow up on alerts Identify and communicate client service opportunities to internal professionals Assist with money movement activities General Deliver superior client service Adhere to PMFA policies and procedures Develop, document and/or maintain process policies and procedures for department Frequent interaction with internal and external professionals and clients Cross train and back up to other team members roles in operations

Assist in testing and roll out of system upgrades, system integration and new technology

Coordinate workload with other client service associates

Review agreements and be familiar with terms to ensure paperwork is in compliance

The qualifications.

High School diploma or GED equivalent is required Bachelor's degree in Business, Accounting, Finance or IT or the equivalent work experience in one of these areas is preferred, but not required 2+ years industry experience. Previous investment industry and administrative experience preferred Client service orientation combined with creative problem solving skills; strong written and oral communication skills; the ability to work effectively as part of a team, yet function well with independent responsibilit Ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients Interest and aptitude for financial planning Strong computer skills High attention to detail High energy and ability to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance

Our difference.

On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free fi m (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.