The Administrative Assistant is responsible for delivering an exceptional client experience to everyone who visits or calls Cerity Partners (CP), as well as providing administrative support to the CP team.
Primary Responsibilities
Greet and welcome all clients and visitors, both in person and via telephone
Proactively manage client visits by reviewing notes from previous visits utilizing CRM
Responsible for CRM data maintenance
Receive, log and deliver/scan incoming and outgoing mail and faxes
Assist team members in the client gift giving process
Send out appropriate stationary (thank you notes, birthday cards, anni. Etc.) to clients
Manage office supplies/inventory, as well, maintaining the reception area
Support current administrative assistant with all administrative tasks.
Responsible for document management including mail, FedEx package management, electronic filing, scanning, and general office management.
Perform daily administrative operations, ordering supplies and maintaining adequate inventory, restock kitchen.
Responsible for conference room set up, assisting with printing and binding of meeting materials.
Assist in client event management
Required Qualifications
Desire to help the team, providing superior service for all that we do, taking complete ownership of even the smallest task
Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work to meet deadlines in a proactive manner with little supervision
Clearly communicate with internal team at all levels, providing regular progress updates
1-2 years' experience with administrative or executive assistant roles preferred
Must accept and thrive in a fast-paced, changing environment
Compensation Range:
$50,000-$60,000
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.
Top Skills
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/.
