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 air-api.jobiqo.com Applicants must be authorized to work for any employer in the U.S.