Job Description

Cerity Partners is seeking a detail-oriented and highly organized Personal & Administrative Assistant to support a senior team member on a part-time basis. This role blends executive-style administrative support with personal assistance, covering calendar management, correspondence, travel coordination, and day-to-day tasks that keep a busy retirement plan advisory practice running smoothly. The ideal candidate is proactive, discreet, and comfortable managing competing priorities in a fast-paced, client-facing environment. This is a flexible, part-time opportunity well suited to someone who thrives on structure and anticipates needs before being asked. The role will be initially structured 3 days per week (Tuesday, Wednesday, and Thursday) onsite at our Century City office.

Primary Responsibilities

• Manage and maintain complex calendars, scheduling client meetings, internal reviews, and personal appointments while proactively resolving conflicts
• Coordinate travel arrangements, including flights, lodging, and itineraries for both business and personal engagements
• Draft, proofread, and organize correspondence, reports, and client-facing communications
• Track and manage time-sensitive projects to completion
• Maintain organized digital and physical filing systems for client documents, contracts, and correspondence

Required Qualifications:

• 2+ years of experience in an administrative, executive assistant, or personal assistant capacity
• High school diploma required; Associate's or Bachelor's degree preferred
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and calendar management tools
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities and deadlines independently
• Ability to maintain strict confidentiality regarding sensitive personal and business information
• Proficiency in Salesforce or other CRM and learning new technology platforms

Preferred Qualifications:

• Prior experience supporting a financial services, wealth management, or professional services executive
• Familiarity with Box, Concur, or similar document and expense management platforms

Skills and Competencies:

• Discretion and sound judgment when handling confidential information
• Strong attention to detail and follow-through
• Adaptability and comfort with shifting priorities in a fast-paced environment
• Proactive problem-solving and anticipatory thinking
• Professional, polished communication style, both written and verbal

Physical Requirements:

• Ability to sit at a desk and use a computer for extended periods
• Occasional local travel to run errands or attend appointments
• Ability to lift up to 15 lbs (e.g., files, packages, supplies) as needed

Hourly Rate:

$20 - $25 per hour

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.