Practice Operations Specialist

Position Summary

The Practice Operations Specialist is an integral member of the Cerity Partners team. This role blends front-of-house responsibilities with substantive operational and project-based work, serving as the organizational backbone of the local office while contributing directly to firmwide initiatives.

Primary Responsibilities

• Serve as the first point of contact for the office, greeting all visitors and guests in a professional and welcoming manner
• Answer and direct incoming phone calls, route inquiries to the appropriate team members, and take messages as needed
• Maintain a professional, tidy, and organized front office environment at all times
• Congnorate visitor logistics including badging, conference room setup, and hospitality
• Manage day-to-day office operations including ordering and stocking supplies, maintaining kitchen and common areas, and coordinating with building management as needed
• Aid colleagues with day-to-day operational requests and troubleshoot general office needs
• Cooordinate office-wide communications and logistics for internal meetings, team events, and other on-site functions
• Maintain inventory of office equipment, materials, and supplies; proactively reorder before items are depleted
• Serve as the primary point of contact for vendor relationships including office supplies, equipment, and facilities
• Aid in onboarding new team members to internal systems and document management practices
• Coordinate calendar and meeting invitations for LA-based staff and, as needed, firmwide initiatives
• Prepare and distribute meeting agendas, materials, and follow-up items as directed
• Aid in the timely preparation and submission of expense reports when needed; liaise with Accounting and Finance teams to resolve discrepancies and facilitate smooth processing

Required Qualifications

• Associate’s or Bachelor’s degree in Business Administration, Communications, or a related field
• 2+ years of experience in an administrative, operations, or office management role; experience in financial services or professional services preferred
• Strong proficiency with Microsoft Office Suite and SharePoint, with advanced PowerPoint skills including the creation of professional, visually compelling decks for internal and client-facing use
• Experience with Salesforce or another CRM platform, including data entry, maintenance, and reporting
• Exceptional attention to detail and organizational skills, with the ability to manage multiple priorities simultaneously
• Strong written and verbal communication skills and a professional, client-service-oriented demeanor
• Ability to exercise discretion and maintain confidentiality with sensitive client and firm information
• Self-starter with a proactive mindset and the ability to work independently as well as collaboratively
• Comfortable using or eager to learn AI-powered tools and platforms to support day-to-day administrative tasks, improve efficiency, and produce polished work products

Preferred Qualifications

• Familiarity with financial services or investment terminology
• Experience with expense management platforms
• Experience with brand or document management in a professional services context

Compensation Range

$36/hour - $43/hour

Why Cerity Partners

Cernity 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.