Office Manager

Position Summary:  

The Office Manager will be responsible for maintaining the overall professional office environment for both colleagues and ultra-high net worth clients. Candidates must be resourceful and possess the ability to develop and maintain in-office protocols; streamline all administrative procedures within the office; and communicate effectively at all levels of the organization. The office manager will be the point person for mailing, shipping, supplies, calendar, and all office operations and procedures. Must be well organized and flexible in their approach and enjoy the challenges that arise in a busy office environment.

Primary Responsibilities 

• Assist in maintaining client accounts including daily interaction with our investment advisors and external account custodians.

• Assist in processing account opening and money movement

• Receive client calls and work with colleagues to resolve questions and issues as needed.

• Develop a knowledge of investment accounts, products and the forms required to transact business.

• Assist with internal coordination across departments to ensure tasks are completed in a timely manner.

• Handle highly confidential, sensitive, and/or critical information, files, records, and reports with discretion. 

Required Qualifications: 

• Bachelor’s or Associate’s degree

• 0-5+ years of administrative experience

Skills and Competencies: 

• Extreme attention to detail.

• Strong and effective communication, organizational, and time management skills. 

• Commitment to maintaining confidentiality and handling sensitive information appropriately. 

• Ability to work in a small team based/collaborative environment.

• Independent judgment required to plan, prioritize, and organize a diversified workload. 

• Must be adaptable and thrive in a fast-paced, ever-changing environment. 

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:

$50,000 - $70,000

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.