Administrative Associate

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 . Applicants must be authorized to work for any employer in the U.S.

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