Cerity Partners ยท 5 hours ago
Administrative Associate
Raleigh, NC
Full-time
Onsite
New Grad, Entry Level
0+ years expCerity Partners is a company committed to delivering exceptional service to their clients. The Administrative Associate will be responsible for providing customer service and support, managing front-desk reception duties, and assisting with general office operations.
BankingFinanceFinancial Services
No H1B
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
Qualification
Required
High School diploma or equivalent
0-5+ years of administrative experience, preferably in a reception or clerical role in the financial industry
Preferred
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
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
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2025-11-03
Company data provided by crunchbase