Administrative Associate
Los Angeles, CA - USA
Job Summary
Cerity Partners is seeking a detail-oriented and highly organized Personal & Administrative Assistant to support a senior team member on a part-time basis. This role blends executive-style administrative support with personal assistance covering calendar management correspondence travel coordination and day-to-day tasks that keep a busy retirement plan advisory practice running smoothly. The ideal candidate is proactive discreet and comfortable managing competing priorities in a fast-paced client-facing environment. This is a flexible part-time opportunity well suited to someone who thrives on structure and anticipates needs before being asked. The role will be initially structured 3 days per week (Tuesday Wednesday and Thursday) onsite at our Century City office.
Primary Responsibilities
- Manage and maintain complex calendars scheduling client meetings internal reviews and personal appointments while proactively resolving conflicts
- Coordinate travel arrangements including flights lodging and itineraries for both business and personal engagements
- Draft proofread and organize correspondence reports and client-facing communications
- Track and manage time-sensitive projects to completion
- Maintain organized digital and physical filing systems for client documents contracts and correspondence
Required Qualifications:
- 2 years of experience in an administrative executive assistant or personal assistant capacity
- High school diploma required; Associates or Bachelors degree preferred
- Proficiency with Microsoft Office Suite (Outlook Word Excel PowerPoint) and calendar management tools
- Excellent written and verbal communication skills
- Strong organizational skills with the ability to manage multiple priorities and deadlines independently
- Ability to maintain strict confidentiality regarding sensitive personal and business information
- Proficiency in Salesforce or other CRM and learning new technology platforms
Preferred Qualifications:
- Prior experience supporting a financial services wealth management or professional services executive
- Familiarity with Box Concur or similar document and expense management platforms
Skills and Competencies:
- Discretion and sound judgment when handling confidential information
- Strong attention to detail and follow-through
- Adaptability and comfort with shifting priorities in a fast-paced environment
- Proactive problem-solving and anticipatory thinking
- Professional polished communication style both written and verbal
Physical Requirements:
- Ability to sit at a desk and use a computer for extended periods
- Occasional local travel to run errands or attend appointments
- Ability to lift up to 15 lbs (e.g. files packages supplies) as needed
Hourly Rate:
$20 - $25 per hour
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
About Company
Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.