Client Assistant - Cerity Partners : Job Details

Job DetailsJob LocationSan Francisco 2 - San Francisco, CASalary Range$65,000.00 - $80,000.00 Salary/yearDo you aspire to a career in wealth management, providing holistic investment and planning services? 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 a Client Assistant on our team.Primary ResponsibilitiesAs a Client Assistant, you will provide administrative support to the Client Services Team, Wealth Managers and Partnersas directed. This may also include direct client contact on occasion.

• Prepare account applications and other custodian paperwork for clients.
• Assist with client cashiering needs such as wires, checks, Moneylinks, etc.
• Compile client materials, reports, and presentations. (i.e., Annual reviews)
• File and / or scan client documents.
• Prepare paperwork, checks, and other materials for sending to custodians
• Create client files both paper based and electronic.
• Maintain contact information in the CRM, setting up prospects, clients, COis and other relationships.
• Develop working knowledge of firm systems, including portfolio reporting software and the CRM.
• May be asked to assist with data entry and maintenance of internal reports.
• Provide Notary Public services to clients, if applicable.
• Provide backup reception and phone coverage.
• Help with special projects and other administrative tasks as needed.
• Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COis, Cerity Partners colleagues, and other business entities with which Cerity Partners has a relationship. This includes compliance with legal, professional, and established firm standards of conduct. Uphold the Cerity Partners values as work is performed.

Ideal Candidate

• BS/BA degree from an accredited college or university, or equivalent experience required.
• Series 65 preferred / required within first year of employment.
• Proficient in Microsoft Office applications.
• Interest in the wealth management industry.
• Strong ability to communicate effectively with people at all levels within the firm and with custodians.
• Ability to proactively solve problems.
• Interest in growing and developing his/her skills.
• Self-starter who can be equally effective and productive working from home or a Cerity Partners office as needed.
• Possess Notary Public Commission or obtain within six months of hiring.

Competencies:

• Interpersonal Communications
• Detail-Orientation/Quality Focus
• Time-Management
• Analytical Skills
• Customer Focus
• Organizing Skills
• Business or Job-Specific Knowledge
• Team Orientation
• Learning/Growth Ability
• Clerical/Technology Skills

Company OverviewCerity 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. With no financial products to sell, 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