Office Administrator

Do you aspire to a career in wealth management, providing holistic investment and planning services? 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 Associate on our Wealth Management team.

Primary Responsibilities

As an Office Administrator, your responsibilities would include supporting a Partner and team with the following activities:

• Assist advisors with on-boarding of new clients: populate our standard contract with new client information, obtain all appropriate forms from custodian, work with new clients and coordinate submission with the custodian for processing
• Assist with the timely completion and submission of all client related transaction requests
• Assist with the Billing process
• Manage and administer the quarterly client reporting process
• Serve as on-going liaison between advisors and custodian, project managing account openings and maintenance paperwork
• Organize and maintain the CRM system (Salesforce), reporting, and filing systems

Ideal Candidate Profile

• Proficiency in technology/applications; experience with Addepar, Excel, Salesforce, Schwab and Fidelity preferred
• Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills
• Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done correctly and on time
• Be proactive, identifying and preventing potential problems
• Clearly communicate with internal team and clients at all levels, providing regular progress updates
• Ideally have 5-10 years experience in financial services preferred; minimum of 3 years of experience in the industry
• Bachelor’s degree preferred but not required

Company Overview

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. With no financial products to sell, our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class client experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills