Practice Operations Specialist
About The Position
At Cerity Partners, we've experienced a strong period of growth as the direct result of increased efficiency and productivity. To continue this trajectory, we're searching for a motivated Practice Operations Specialist/Manager to support our partner leadership and New York colleague team. From Day 1, this person will contribute to our productivity by supporting strategic initiatives, coordinating operational activities, and facilitating communication across departments. The ideal candidate will have demonstrated success in operations or business coordination, with strong organizational skills and the ability to work collaboratively across teams.
Requirements
- 1-3 years of work experience in operations, business coordination, or related field
- Experience supporting cross-functional teams and projects
- Strong organizational and project coordination abilities
- Excellent written and verbal communication skills
- Detail-oriented with strong commitment to accuracy and follow-through
- Bachelor's degree (or equivalent experience) in business administration or similar field
- Proficiency in data analysis and financial reporting tools
- Experience in professional services or client-facing environment preferred
- Demonstrated success in coordinating projects and managing competing priorities
- Problem-solving mindset with ability to recommend practical solutions
- Strong interpersonal skills with ability to work effectively across all organizational levels
- Demonstrate strong and effective communication, organizational and time management skills.
- Drive to learn
- Detail oriented
- Ability to work in a team based/collaborative environment.
- Must accept and thrive in a fast-paced, changing environment.
- Adherence to all compliance policies & procedures.
- Demonstrate the Cerity Partners culture.
- Applicants must be authorized to work for any employer in the U.S.
Responsibilities
- Support strategic planning and business initiatives by coordinating project activities and tracking progress under the guidance of partner leadership
- Assist in coordinating communication between executives and departments regarding program implementation (for example, family office services, trust & estate services, or advanced tax analysis)
- Support practice financial tracking and reporting activities
- Assist in monitoring practice growth metrics and contribute to growth strategy discussions
- Identify opportunities to streamline processes and improve operational efficiency
- Support business development activities and client relationship initiatives
- Coordinate communication between partners, colleagues, and senior leaders regarding project updates, employee engagement, and operational matters
- Support daily operations of the practice, including coordinating monthly practice meetings, completing new account documents and subscription documents, and facilitating wires
- Build strong working relationships with colleagues to support responsiveness and operational effectiveness
- Serve as a key contact for the practice, responding to internal inquiries and assisting with communication coordination as needed
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
