Administrative Assistant Job at Cerity Partners in Indianapolis

The Administrative Assistant is responsible for delivering an exceptional client experience to everyone who visits or calls Cerity Partners, as well as providing administrative support to the Cerity Partners team.

Primary Responsibilities

• Greet and welcome all clients and visitors, both in person and via telephone
• Proactively manage client visits by reviewing notes from previous visits utilizing CRM
• Responsible for CRM data maintenance
• Receive, log and deliver/scan incoming and outgoing mail and faxes
• Assist team members in the client gift giving process
• Send out appropriate stationary (thank you notes, birthday cards, anniversaries, etc.) to clients
• Manage office supplies/inventory, as well, maintaining the reception area
• Support current administrative assistant with all administrative tasks
• Responsible for document management including mail, FedEx package management, electronic filing, scanning, and general office management
• Perform daily administrative operations, ordering supplies and maintaining adequate inventory, restock kitchen
• Responsible for conference room set up, assisting with printing and binding of meeting materials
• Assist in client event management

Required Qualifications

• Desire to help the team, providing superior service for all that we do, taking complete ownership of even the smallest task
• Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work to meet deadlines in a proactive manner with little supervision
• Clearly communicate with internal team at all levels, providing regular progress updates
• 1-2 years' experience with administrative or executive assistant roles preferred
• Must accept and thrive in a fast-paced, changing environment

Why Cerity Partners

• 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

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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.