Job Description
Position Summary: The Administrative Associate plays a critical role in supporting team members and ensuring high-quality client experience. This position is responsible for administrative, operational, and client service functions.
This role offers strong growth potential, toward a long-term career within our firm. This Administrative Associate can advance to a Client Service Associate role with expanded responsibilities such as serving as the primary service contact for clients and supporting advisors in deeper client relationship management.
Cerity Partners also offers opportunities to pursue professional development, obtain relevant certifications such as the Series 65, and be considered for advancement into other positions aligned with performance, interests, and business needs.
Primary Responsibilities - Serve as a friendly, professional first point of contact for clients via phone, email and in person
- Schedule client meetings, reviews, and follow-ups for advisors
- Prepare client meeting materials, agendas, and post-meeting action items
- Manage new client onboarding data entry in CRM and client onboarding communications
- Maintain accurate client records in CRM, portfolio management and document systems
- 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
- Assist team members by resolving administrative issues
- Send out stationery such as thank you notes, birthday cards, and anniversary gifts to clients
- Assist in Cashiering - depositing and logging checks
- Support practice initiatives, process improvements, and special projects
- Serve as backup support when team's Client Service Associate is out
- Perform additional related tasks as assigned to support the team
Required Qualifications: - High School diploma or equivalent.
- 1-3 years of administrative experience, preferably in a reception or clerical role
Preferred Qualifications: - Experience in a reception or clerical role within an RIA, financial planning firm or financial services environment
- Familiarity with CRM and custodial platforms
- Interest in long-term growth within wealth management
Skills and Competencies: - Strong organizational skills and attention to detail
- Excellent written and verbal communication 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
- Ability to manage multiple priorities in a fast-paced, dynamic environment
- Strong follow-through and 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 - $30.00 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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Job Tags
Hourly pay, Work at office, Local area, Flexible hours