24 Part Time Administrative Associate Jobs in Midland, TX
Cerity Partners is Hiring a Part Time Administrative Associate Near Midland, TX
Level
Entry
Job Location
Midland office - Midland, TX
Position Type
Part Time
Job Category
Banking
Do you like adding value to a team, especially when you can see the impact to the end client? Would you value working for a collaborative team that puts clients first? Do you want to impact the financial lives of people for the better? If yes, we believe you would be an outstanding fit as an Administrative Associate.
The Administrative Associate provides general office support, with a variety of administrative and communications related tasks on a part-time basis so that all advisory team members can effectively execute on roles in client financial advisory relationships.
Primary Responsibilities:
- General Office Duties
- Greet and communicate with clients and guests in a professional, friendly, and hospitable manner, answer telephones and direct callers to appropriate member of the firm.
- Manage incoming and outgoing mail, including large scale mailings.
- Maintain kitchen area, stock refrigerator, and order meals for working lunches.
- Ensure conference rooms are ready for meetings.
- Maintain electronic filing system; Scan, fax, and file, as needed.
- Maintain office supplies and equipment.
- Confirm or schedule meetings for advisors, as needed.
- Marketing and Communications
- Coordinate distribution of marketing materials.
- Lead the logistics/planning and execution of company events.
- Manage and implement client appreciation efforts.
- Prepare correspondence (letters, memoranda, etc.) to clients as requested by the Advisors.
- Business Operations
- Assist the team with a variety of operational tasks, such as data maintenance, reporting, and document management, as needed.
- Attend team meetings as required.
- Complete special projects as assigned.
- Self-confidence, personal integrity, and an understanding of fiduciary responsibility
- Excellent verbal and written communication skills, and exceptional interpersonal communication skills
- A team player, with strong leadership skills and ability to multi-task and manage time effectively
- 2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience
- Ability to work independently on assigned tasks as well as to accept direction on given assignments; demonstrates initiative
- Sound organizational skills and strong personal computer skills (MS Office Suite)
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
- You understand the need to provide a world-class client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
Job Summary
Part Time
$49k-64k (estimate)
04/16/2024
05/02/2024
ceritypartners.com
FORT WORTH, TX
<25
2002
TOM KIRSTEN
$5M - $10M
Related Companies
About Cerity Partners
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a clients financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model hav...e made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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