Administrative Associate

Cerity Partners Management LLC; Laredo (TX); On-site; USD 28,000 - 34,000; Part time

Job summary

Cerity Partners is seeking a detail-oriented Personal & Administrative Assistant to support a senior team member on a part-time basis at our Century City office. 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 role is initially structured as 3 days per week onsite (Tuesday, Wednesday, Thursday).

Qualifications

• 2+ years of experience in administrative, executive assistant, or personal assistant roles.
• Proficiency with Microsoft Office Suite and calendar management tools.
• Strong written and verbal communication; ability to handle confidential information.

Responsibilities

• Manage and maintain complex calendars; schedule client meetings and internal reviews.
• Coordinate travel arrangements for business and personal engagements.
• Draft, proofread, and organize correspondence and reports.
• Track time-sensitive projects and maintain filing systems.

Skills

Administrative experience

Calendar management

Microsoft Office

Outlook

Word

Excel

PowerPoint

Communication skills

Time management

Discretion

CRM (Salesforce)

Education

High school diploma

Associate's degree

Bachelor's degree

Tools

Salesforce

Calendar tools

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 [e-mail]. Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.