Financial Operations Associate

4 days ago


Chicago, Illinois, United States Cerity Partners Full time
Job Overview

We are seeking a highly skilled Financial Operations Associate to join our team at Cerity Partners. This role is perfect for an individual who is detail-oriented, organized, and has excellent communication skills.

The successful candidate will be responsible for providing administrative support to our sales and client services team. Key responsibilities include maintaining client data through Salesforce CRM, preparing quarterly and ongoing reporting for the advisor team, and establishing or improving processes for business development and client servicing.

This part-time position offers an estimated salary of $32.50 per hour, with a minimum of 20 hours per week.

Key Responsibilities
  • Support advisors leads and opportunities pipeline through Salesforce
  • Onboard advisors' clients by assisting with proper setup of client files and documentation
  • Prepare quarterly agendas, investment reports for distribution to clients
  • Maintain client data in Salesforce and follow designated workflows and compliance procedures
  • Coordinate client meetings including materials, agendas, meeting minutes, and post-meeting action items


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