Office Administrator

The Administrative Associate/Receptionist is the first point of contact for Cerity Partners visitors and callers, providing excellent customer service and support to both internal and external stakeholders.  This position is responsible for front-desk reception duties, office upkeep, clerical support, and assisting with general office operations.

Primary Responsibilities:

• First point of contact for all visitors in the office - Greet and direct visitors, including vendors, clients, and job candidates, both in person and via telephone.
• Answer office phone calls, redirecting them as necessary.
• Coordinate office events, team meetings, client lunches, and other office-related events, maintaining appropriate calendars.
• Handle incoming and outgoing mail (FedEx, UPS, USPS, messengers) and perform tasks such as scanning, faxing, and copying.
• Manage office inventory, ensuring supplies are well-stocked and organized.
• Ensure the office remains tidy and presentable, including maintaining conference rooms, managing printers, and keeping the kitchen organized.
• Assist team members by resolving administrative issues and supporting client gift-giving processes.
• Send out stationery such as thank you notes, birthday cards, and anniversary gifts to clients.
• Perform additional related tasks as assigned to support the team.

Required Credentials:

• High School diploma or equivalent.
• 1-5 years of administrative experience, preferably in a reception or clerical role in the financial industry.
• Preferred – bilingual Spanish speaking

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.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Compensation Range:

$22.00-$25.00 per hour

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.