Office Manager

Cerity Partners Management LLC; United States; On-site; USD 94,558,000 - 103,155,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners Century City office is seeking an Office Manager to oversee day-to-day operations, coordinate facilities and technology, and provide high-quality administrative support across teams. The role includes client hospitality, event planning, and data hygiene in Salesforce.

Ideal candidates bring 2+ years in office management, strong organizational and communication skills, and the ability to multitask in a fast-paced professional services environment.

Qualifications

• High school diploma or equivalent; Associate’s or Bachelor’s degree preferred.
• 2+ years of office management, administrative, or executive support experience.
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent verbal and written communication skills.
• Effective time management in a fast-paced environment.
• Discretion when handling confidential information.
• Client service orientation and professional demeanor.

Responsibilities

• Provide day-to-day administrative and operational support to multiple teams within the Century City office, balancing differing needs and priorities.
• Manage the office and conference room calendars; coordinate scheduling and host Zoom meetings in conference rooms.
• Coordinate building access and parking for staff and visitors.
• Manage mail, courier shipments.
• Be the first point of contact for office issues; escalate as needed.
• Troubleshoot basic office technology issues; coordinate with IT/vendors as needed.
• Order and organize office supplies and keep common areas clean.
• Plan staff outings and firm marketing events.
• Bind books, scan documents to Box, manage shredding/recycling.
• Greet clients and guests, provide refreshments.
• Order breakfasts/lunches for meetings.
• Order gifts for client holidays and life events.
• Maintain Salesforce hygiene and perform routine data updates.

Skills

Microsoft Office

Organizational skills

Communication

Time management

Customer service

Discretion

Office coordination

Education

High school diploma

Associate or Bachelor preferred

Tools

Salesforce

Zoom

Box

Job description

The Office Manager is responsible for the day-to-day operations of the Cerity Partners Century City office, ensuring a professional, well-organized, and welcoming environment for staff and clients alike. This role serves as the primary point of contact for facilities, vendor, and technology coordination, office supplies, and general administrative support across those teams. The Office Manager also assists with client-facing hospitality, marketing, staff event planning, document management, and Salesforce data hygiene. Success in this role requires strong organizational skills, sound judgment, discretion, and the ability to manage competing priorities and requests from multiple teams flexibly in a fast-paced professional services environment.

Primary Responsibilities

• Provide day-to-day administrative and operational support to multiple teams within the Century City office, balancing differing needs, requests, and priorities across teams
• Manage the office and conference room calendars, coordinating scheduling and room availability for meetings; set up and start/host Zoom meetings held in our conference rooms
• Coordinate building access and parking for staff and visitors
• Manage incoming and outgoing mail, UPS, and FedEx shipments
• Serve as the first point of contact for general office issues, resolving or escalating as needed
• Troubleshoot basic office technology issues, including Wi-Fi connectivity, printer toner, and broken printers, coordinating with IT or outside vendors as needed
• Order and organize office and kitchen supplies, maintaining adequate inventory levels, and clean the kitchen and common areas
• Plan and coordinate staff outings and firm marketing events
• Bind books, scan documents to Box, and manage shredding and recycling of used books
• Greet clients and guests, and provide refreshments upon arrival
• Order breakfast and lunch for client and guest meetings
• Order gifts for client holidays and life events
• Maintain Salesforce hygiene and process routine data updates

Required Qualifications, Skills, and Competencies:

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred
• 2+ years of office management, administrative, or executive support experience
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Excellent verbal and written communication skills
• Effective time management and ability to multitask in a fast-paced environment
• Sound judgment and discretion when handling confidential information
• Client service orientation and professional demeanor
• Basic troubleshooting of common office technology issues
• Ability to sit or stand at a desk for extended periods
• Ability to lift and carry office supplies and materials up to 25 lbs (paper, books, kitchen deliveries)

Hourly Rate: $33 - $36 per hour

Why Cerity Partners

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• 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 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 [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-ness 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. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.

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.