Administrative Associate

Cerity Partners•Raleigh, NC

16d

About The Position

The Administrative Associate is the first point of contact for Cerity Partners visitors and callers, providing excellent customer service and support to both internal and external stakeholders. This position is responsible for front-desk reception duties, office upkeep, clerical support, and assisting with general office operations.

Requirements

High School diploma or equivalent.
0-5+ years of administrative experience, preferably in a reception or clerical role in the financial industry.

Nice To Haves

Excellent communication, organizational, and time management skills.
Expert proficiency with Microsoft Office suite of products, Zoom, Teams and standard office equipment.
Commitment to confidentiality and maintaining discretion.
Ability to collaborate effectively in a team-based environment.
High degree of professionalism in working with diverse groups of people, including senior executives, colleagues, community leaders and clients.
Comfortable working in a fast-paced, dynamic environment.
Display excellent time management skills.
Adherence to compliance policies and procedures.
Ability to exercise independent judgment in planning and prioritizing work

Responsibilities

Greet and direct visitors, including vendors, clients, and job candidates, both in person and via telephone.
Answer office phone calls, redirecting them as necessary.
Coordinate office events, team meetings, client lunches, and other office-related events, maintaining appropriate calendars.
Handle incoming and outgoing mail (FedEx, UPS, USPS, messengers) and perform tasks such as scanning, faxing, and copying.
Manage office inventory, ensuring supplies are well-stocked and organized.
Ensure the office remains tidy and presentable, including maintaining conference rooms, managing printers, and keeping the kitchen organized.
Assist team members by resolving administrative issues and supporting client gift-giving processes.
Send out stationery such as thank you notes, birthday cards, and anniversary gifts to clients.
Other duties as assigned