Business Integration & Change Management Administrative Associate

As a member of the Business Integration & Change Management Team, you will provide essential administrative support to facilitate our Inorganic Growth Strategy. Your primary responsibility will be to coordinate meetings, manage schedules, and provide administrative assistance to ensure the smooth integration of newly merged firms into Cerity Partners.

Your responsibilities would include: 

• Provide support to the merger due diligence and integration team; including but not limited to the below:
  • Schedule and coordinate meetings with internal teams, external stakeholders, and merger partners
  • Manage calendars for integration team members and ensure optimal meeting scheduling
  • Prepare meeting agendas, distribute materials in advance, and coordinate logistics
  • Maintain organized filing systems for integration documentation and correspondence
  • Support the preparation of status reports and updates for leadership
  • Manage document distribution and ensure stakeholders have access to necessary materials
  • Take detailed notes, update checklists, and send out action items for merger integration processes.
  • Coordinate onsite meetings and events for merger process.

Ideal Candidate Profile

• Bachelor’s degree.

• 1-3 years of administrative or coordination experience
• Your organization skills and attention to detail will set you apart from your peers.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Team player who leaves their ego at the door and has a growth mindset, welcoming feedback with the goal of continuous improvement.

• Strong verbal and written communication skills, and organizational skills.
• Passion for financial services and wealth management with appropriate education and experience to match.
• Demonstrated ability to work efficiently and independently, prioritize workflow, meet demanding deadlines, and manage multi-faceted projects

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.                             

Compensation Range:

$75,000 - $90,000

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 [email protected]. Applicants must be authorized to work for any employer in the U.S.