Receptionist/Tax Administrative Associate

Cerity Partners Management LLC; United States; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO policy

Parental Leave

Educational assistance

Job summary

Cerity Partners is seeking an Administrative Assistant to support front desk operations, client communications, and document processing in a dynamic wealth management environment. The role includes greeting clients, handling calls, coordinating mail and filing, and assisting with onboarding and invoicing.

A strong emphasis is placed on confidentiality and professional communication. Candidates should have 2+ years in an administrative role, a high school diploma, and proficiency with Microsoft

Qualifications

• 2+ years in administrative, executive assistant, or personal assistant roles.
• High school diploma required.
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and calendar management.
• Excellent written and verbal communication.
• Strong organizational skills with the ability to manage multiple priorities and deadlines independently.
• Ability to maintain strict confidentiality regarding sensitive information.
• Comfortable managing multiple tasks and interruptions in a fast-paced office environment.
• Self-motivated, comfortable with independent decision making.

Responsibilities

• Front Desk & Client Experience: Answer and direct phone calls; greet and assist clients and visitors; develop rapport with clients via phone, email, and in person; respond to inquiries with calm confidence; fulfill basic client requests that don't require advisor involvement.
• Mail, Filing & Document Processing: Process incoming/outgoing mail; scan and file tax documents accurately and promptly; manage UPS/USPS shipping for tax returns, organizers, and signature documents.
• Tax Administrative Support: Route IRS/state notices and documents to the correct team member; track signed e-file authorizations and release signed returns (UltraTax); track return statuses and due dates to help the team meet deadlines.
• Client onboarding/offboarding: Engagement letters, CRM setup, billing configuration; assist with invoicing and accounts receivable tracking.
• Office & Team Support: Coordinate and manage team workflow; create or improve office processes; coordinate meetings, team events, and catering as needed; manage miscellaneous administrative projects assigned; keep track of and order office supplies on a regular basis.

Skills

Excellent written and verbal communic

Strong organizational skills

Confidentiality

Independent decision making

Multitasking in fast-paced environment

Education

High school diploma

Associate or Bachelor’s degree preferred

Tools

Microsoft Office Suite

Calendar management tools

Job description

Primary Responsibilities

• Front Desk & Client Experience: Answer and direct phone calls; greet and assist clients and visitors; develop rapport with clients via phone, email, and in person; respond to inquiries with calm confidence; fulfill basic client requests that don't require advisor involvement.
• Mail, Filing & Document Processing: Process incoming/outgoing mail; scan and file tax documents accurately and promptly; manage UPS/USPS shipping for tax returns, organizers, and signature documents.
• Tax Administrative Support: Route IRS/state notices and documents to the correct team member; track signed e-file authorizations and release signed returns (UltraTax); track return statuses and due dates to help the team meet deadlines.
• Client onboarding/offboarding: Engagement letters, CRM setup, billing configuration; assist with invoicing and accounts receivable tracking.
• Office & Team Support: Coordinate and manage team workflow; create or improve office processes; coordinate meetings, team events, and catering as needed; manage miscellaneous administrative projects assigned; keep track of and order office supplies on a regular basis.

Required Qualifications

• 2+ years of experience in an administrative, executive assistant, or personal assistant capacity.
• High school diploma required.
• 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.
• Comfortable managing multiple tasks and interruptions in a fast‑paced office environment.
• Self‑motivated, comfortable with independent decision making.

Preferred Qualifications

• 2+ years prior experience supporting financial services, wealth management, or professional services executive.
• Associate or bachelor’s degree preferred.
• Previous experience at a CPA firm or financial services office.

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.
• Display excellent time management skills.
• Adherence to compliance policies and procedures.
• Ability to exercise independent judgment in planning and prioritizing work.

Physical Requirements

• Ability to sit at a desk and use a computer for extended periods.
• Ability to lift up to 15 lbs (e.g., files, packages, supplies) as needed.

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 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 [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 specialists of tax advisors, financial planners, investment professionals & retirement plan consultants are passionate about and committed to providing 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 $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more.

The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists 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.