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Administrative Associate

Cerity Partners

This is a Contract position in Plano, TX posted March 20, 2022.

Job DetailsLevelEntryJob LocationNew York 220 Office
– New York, NYPosition TypeContractorEducation Level2 Year DegreeJob CategoryAdmin
– ClericalDo you like adding value to a team, especially when you can see the impact to the end client?

Are you someone who ranks your detail-orientation and administrative skills as your best attributes?

If you answered yes to all these questions, we think you would be an outstanding fit as an Administrative Associate in our New York Office.

Primary Responsibilities:As an Administrative Associate, you would work closely with the team to support and execute daily functions to serve our clients.

Specific responsibilities include, but are not limited to:Coordinate and own all administrative needs, which includes: Calendar coordination and meeting schedulingReceive and screen incoming phone callsDocument management including mail, FedEx package management, electronic filing, scanning, and general office managementSupport managing Partner(s) in the office with meeting and presentation materials including PowerPoint creation, preparation, collating, assembly, and distributionPerform daily operations, general client service and support for the Partners and their clients Other duties as assigned.Ideal Candidate Profile
– “Our Casting Call”Strong MS Office skills requiredDesire to help the team, providing superior service for all that we do, taking complete ownership of even the smallest taskStrong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work to meet deadlines in a proactive manner with little supervisionBe proactive, identifying and preventing potential problemsClearly communicate with internal team at all levels, providing regular progress updates 1-3 years’ experience with office management, administrative or executive assistant rolesMust accept and thrive in a fast-paced, changing environmentCerity 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 customer experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills

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