Office Administrator

Position Summary: Do you like adding value to a team, especially when you can see the impact to the end client? Would you value working for a collaborative team that puts clients first? Do you want to impact the financial lives of people for the better? If yes, we believe you would be an outstanding fit as an Office Administrator. The Office Administrator provides general office support, with a variety of administrative and communications related tasks so that all advisory team members can effectively execute on roles in client financial advisory relationships. Primary Responsibilities: The Office Administrator can expect to focus in the following areas: General Office Duties: Greet and communicate with clients and guests in a professional, friendly, and hospitable manner; answer telephones and direct callers to appropriate member of the firm. Manage incoming and outgoing mail, including large scale mailings. Maintain kitchen area, stock refrigerator, and order meals for working lunches. Ensure conference rooms are ready for meetings. Maintain electronic filing system; Scan, fax, and file, as needed. Maintain office supplies and equipment. Confirm or schedule meetings for advisors, as needed. Marketing and Communications: Coordinate distribution of marketing materials, including quarterly team newsletter. Lead the logistics/planning and execution of company events. Manage and implement client appreciation efforts. Prepare correspondence (letters, memoranda, etc.) to clients as requested by the Advisors. Business Operations: Prepare client engagement agreements, deposit checks when applicable, and assist with new hire set up and onboarding. Assist the team with a variety of operational tasks, such as data maintenance, reporting, and document management, as needed. Attend team meetings as required. Complete special projects as assigned. Ideal Candidate Profile - "Our Casting Call!" Self-confidence, personal integrity, and an understanding of fiduciary responsibility Excellent verbal and written communication skills, and exceptional interpersonal communication skills A team player, with strong leadership skills and ability to multi-task and manage time effectively 2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience Ability to work independently on assigned tasks as well as to accept direction on given assignments; demonstrates initiative Sound organizational skills and strong personal computer skills (MS Office Suite) Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Hours: 20 - 25hrs per week Compensation Range: $20 - $22/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 View email address on click.appcast.io. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.