Administrative Associate
1 week ago
The Administrative Associate provides general office support to the Cerity Partners team, ensuring the smooth execution of client financial advisory relationships. This role involves a variety of administrative and communications-related tasks, including general office duties, marketing and communications, and business operations.
Key Responsibilities:
- General Office Duties:
- Provide exceptional client service by greeting and communicating with clients and guests in a professional, friendly, and hospitable manner.
- Manage incoming and outgoing mail, including large-scale mailings.
- Maintain the kitchen area, stock the refrigerator, and order meals for working lunches.
- Ensure conference rooms are ready for meetings.
- Maintain the 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 the distribution of marketing materials.
- Lead the logistics and planning of company events.
- Manage and implement client appreciation efforts.
- Prepare correspondence to clients as requested by advisors.
- Business Operations:
- Assist the team with operational tasks, such as data maintenance, reporting, and document management, as needed.
- Additional Responsibilities:
- Attend team meetings as required.
- Complete special projects as assigned.
- 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 the ability to multi-task and manage time effectively.
- 2 years of relevant service-oriented experience and/or training, or an equivalent combination of education and experience.
- Ability to work independently on assigned tasks and accept direction on given assignments, demonstrating initiative.
- Sound organizational skills and strong personal computer skills (MS Office Suite).
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. 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.
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Administrative Associate
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Reston, Virginia, United States Cerity Partners Full time{"title": "Administrative Associate", "description": "Job SummaryCerity Partners is seeking a highly organized and detail-oriented Administrative Associate to provide general office support and assist with various administrative and communications-related tasks. The ideal candidate will have excellent communication and interpersonal skills, with the ability...
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Administrative Associate
1 week ago
Reston, Virginia, United States Cerity Partners Full timeAbout Cerity PartnersCerity 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.Our in-house experts of attorneys, tax advisors, financial planners and investment...
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