| 
Description
Plante & Moran, PLLC, the 12th largest accounting and management consulting firm in the nation is proud to be recognized as "One of Fortune Magazine's Top 100 Companies to Work for in America" for the 10th year in a row. Our rapid growth and increasing demands for our services has created a need for a highly motivated individual to join our team.
Position: Investment Reporting Assistant
Plante Moran Financial Advisors, a registered investment advisor firm is looking for a Client Services Support Assistant to ensure that the firm’s Client Services Support team responds to client requests and needs in an efficient manner. The position will involve extensive follow-up with clients and the firm’s Charles Schwab Institutional team to fill out forms, transfer funds, and handle client account maintenance.
Specific Responsibilities:
- Preparation of new account paperwork
- Preparation of paperwork for account changes
- Preparation of account transfer paperwork
- Ensure timely completion of account transfers and other paperwork processing
- Monitor and follow up on alerts
- Frequent communication with custodians
- Identify and communicate client service opportunities to internal professionals
- Assist with money movement activities
- Field questions and request from custodial liaisons, internal and external professionals
- Interact as needed with internal and external professionals
- Assist in testing and roll out of system upgrades, system integration and new technology
- Adhere to PMFA policies and procedures
- Develop, document and/or maintain process policies and procedures for department
- Other client service support task as assigned
- An understanding of securities and investments
- Interest and aptitude for financial planning
- Strong computer skills
- High attention to detail
- Self-starter
- Work independently and as part of a team
- Ability to multi-task
- Ability to prioritize duties
- Ability to solve problems
- Strong communication skills both written and verbal
- Professional and approachable demeanor
- 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
- 3+ years business administrative experience. Previous investment industry and administrative experience preferred
- Degree preferred but not required
Qualified individuals must live close enough to work out of one of the following office locations: Kalamazoo, East Lansing, Auburn Hills or Southfield or be willing to relocate for this opportunity at their own cost. Little travel is required with this position.
We thank all who express interest in this opportunity; however only those selected for an interview will be contacted.
Plante and Moran, PLLC is an Equal Opportunity Employer. It is our policy to provide equal employment opportunity to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, handicap or veteran's status, or status within any other protected group.
Apply Here
Be the first to comment on this listing!