Administrative Assistant

Posted 7 Days Ago
New York, NY, USA
In-Office
65K-75K Annually
Entry level
Financial Services
The Role
Provide executive administrative support to the Chief Growth Officer and Chief Solutions Officer and their teams: coordinate events, manage meeting and travel logistics, prepare expense reports and presentation materials, support growth initiatives and business development, perform daily operational tasks, and maintain confidentiality and compliance while collaborating across the firm.
Summary Generated by Built In

Position Summary:  

We are seeking a highly organized and detail-oriented Associate to provide support to the Chief Growth Officer and Chief Solutions Officer (and their teams) at Cerity Partners. This role is critical in ensuring the smooth operation of daily functions and delivering exceptional service to our clients. This individual will also partner with the other parts of the organization and gain valuable experience in business development efforts across individual, institutional and corporate clients. The ideal candidate will be proactive, adaptable, and capable of handling various responsibilities in a fast-paced, dynamic environment.

Primary Responsibilities:

  • Support Chief Growth Officer and Chief Solutions Officer (and their teams).

    • Help coordinate and plan events.

    • Handle all logistics for meetings and travel - including room bookings, catering requests, and coordinating facilities for setup and cleanup.

    • Complete and submit expense reports for executives.

    • Assist Partner(s) with creating, collating, and distributing meeting and presentation materials, including PowerPoint decks.

    • Plan and orchestrate work to ensure the priorities of the Partner(s) are met, organizational goals are achieved, and best practices are maintained.

    • Perform daily operational tasks as needed and assist in other duties as assigned.

  • Provide tactical support for key growth initiatives touching solutions, business development and digital marketing

  • Receive valuable training and mentorship for future sales and solutions positions in the firm.

Required Credentials:

  • 4-Year Bachelors Degree

  • Interest in sales and business

Skills & Competencies:

  • Excellent communication, organizational, and time management skills.

  • Expert proficiency with Microsoft Office suite of products, Zoom, Teams and standard office equipment.

  • Commitment to confidentiality and maintaining discretion.

  • Ability to collaborate effectively in a team-based environment.

  • High degree of professionalism in working with diverse groups of people, including senior executives, colleagues, community leaders and clients.

  • Comfortable working in a fast-paced, dynamic environment.

  • Display excellent time management skills.

  • Adherence to compliance policies and procedures.

  • Ability to exercise independent judgment in planning and prioritizing work.

Compensation:

$65,000 - $75,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance – day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financial assistance for advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.

Skills Required

  • 4-Year Bachelors Degree
  • Interest in sales and business
  • Expert proficiency with Microsoft Office (including PowerPoint)
  • Proficiency with Zoom and Teams
  • Excellent communication, organizational, and time management skills
  • Commitment to confidentiality and discretion
  • Ability to collaborate effectively in a team-based environment
  • High degree of professionalism working with senior executives and clients
  • Comfortable working in a fast-paced, dynamic environment
  • Adherence to compliance policies and procedures
  • Ability to exercise independent judgment in planning and prioritizing work

Cerity Partners Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.

  • Retirement Support An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
  • Leave & Time Off Breadth Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
  • Wellbeing & Lifestyle Benefits Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.

Cerity Partners Insights

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The Company
HQ: New York, NY
879 Employees

What We Do

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.

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