Office Manager
Office Manager
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$ 50000 - 70000
1 Vacancy
Job Description
Position Summary:
The Office Manager will be responsible for maintaining the overall professional office environment for both colleagues and ultra-high net worth clients. Candidates must be resourceful and possess the ability to develop and maintain in-office protocols; streamline all administrative procedures within the office; and communicate effectively at all levels of the organization. The office manager will be the point person for mailing shipping supplies calendar and all office operations and procedures. Must be well organized and flexible in their approach and enjoy the challenges that arise in a busy office environment.
Primary Responsibilities
Assist in maintaining client accounts including daily interaction with our investment advisors and external account custodians.
Assist in processing account opening and money movement
Receive client calls and work with colleagues to resolve questions and issues as needed.
Develop a knowledge of investment accounts products and the forms required to transact business.
Assist with internal coordination across departments to ensure tasks are completed in a timely manner.
Handle highly confidential sensitive and/or critical information files records and reports with discretion.
Required Qualifications:
Bachelors or Associates degree
0-5 years of administrative experience
Skills and Competencies:
Extreme attention to detail.
Strong and effective communication organizational and time management skills.
Commitment to maintaining confidentiality and handling sensitive information appropriately.
Ability to work in a small team based/collaborative environment.
Independent judgment required to plan prioritize and organize a diversified workload.
Must be adaptable and thrive in a fast-paced ever-changing environment.
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:
$50000 - $70000
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.
Required Experience:
IC
Employment Type
Full-Time
