Office Coordinator and Administrative Assistant

About Us

Curi Capital founded in 2005 is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients financial wellness. Our mission is focused on enriching the lives of our teammates clients partners and the communities in which we live and work. Curi Capital is perennially ranked among Barrons Top 100 Independent Registered Investment Advisors globally. Our valuesAccountability Curiosity Teamwork Inclusion and Service Commitmentare at the core of our culture.

The Role

We are looking for someone who enjoys variety in their workday. You will split your time between maintaining a welcoming office environment managing critical digital documentation and providing high-level administrative support to our advisors and executives.

Key Responsibilities

Your weekly rhythm will generally balance across three core areas Office Coordination Family Office/Tax Administration and Administrative Support

Office Coordination

• Environment & Presentation: Maintain the cleanliness organization and professional appearance of the lobby conference rooms and communal areas.
• Inventory Management: Keep the kitchen coffee stations and refrigerators fully stocked; manage and reorder office supplies.
• Facilities Liaison: Act as the primary point of contact for building management maintenance and external vendors.

Family Office/Tax Administration

• Data Archiving: Scan categorize and upload physical paperwork into our proprietary Family Office Services digital platform.
• Docusign: Prep tax engagement letters annually along with other occasional Docusign requests
• Incoming Mail: Return client physical tax documents mail out paper tax returns prep certified mail packages document/track outgoing certified mail via USPS
• Data Integrity: Ensure strict confidentiality accuracy and compliance when handling sensitive financial and client documents.

Administrative Support

• Executive & Advisor Support: Manage calendars schedule client meetings and handle expense reporting for leadership.
• Travel Coordination: Arrange seamless domestic travel logistics for executives and advisors.
• Client Relations: Coordinate and send out client holiday milestone and appreciation gifts.
• Event Planning: Help organize source vendors for and facilitate internal company events and client appreciation gatherings.

Key Qualifications & Skills

• Experience: 13 years of experience in an administrative office coordination or experience in financial services legal or professional services is a plus.
• Technical Savvy: Proficiency with Microsoft Office Suite (Outlook Excel Word) and comfort learning new digital document management platforms.
• Organization: Exceptional time-management skills with the ability to switch gears between tasks smoothly.
• Discretion: A high level of integrity and the ability to handle sensitive client financial information with absolute confidentiality.
• Presence: A warm professional demeanor with excellent written and verbal communication skills.

Work Schedule & Environment

• 100% In-Office: This role requires being on-site at our Milwaukee office 5 days a week to effectively manage daily office operations and physical document processing.
• Hours: 8am 5pm

Ready to Join Us If you are a dependable professional who takes pride in creating an organized welcoming workplace we would love to hear from you. Please submit your resume and a brief cover letter explaining why this dynamic coordinator/assistant role is the perfect fit for your skills.

• Accountability: We are driven to act work with integrity and deliver results.
• Curiosity:We ask and listen stay curious and are eager to learn.
• Teamwork:We build strong relationships celebrate success and partner for greater impact.
• Inclusion:We respect recognize and encourage the differences that make us strongerwe are better together

Built On;

• Service Commitment: We demonstrate an unwavering commitment to our clients business partners teammates and communities.

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits including medical dental vision and life insurance. Other benefits for eligible team members include education assistance annual bonus opportunity 401(k) with employer match short-term and long-term disability flexible time off and 13 paid holidays annually.

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