Office Coordinator and Administrative Assistant

Curi Capital•Milwaukee, WI

2d•$20 - $25•Onsite

About The Position

Curi Capital is seeking an Office Coordinator and Administrative Assistant to maintain a welcoming office environment, manage digital documentation, and provide high-level administrative support to advisors and executives. This role involves a variety of tasks, balancing office coordination, family office/tax administration, and general administrative support.

Requirements

1–3 years of experience in an administrative, office coordination, or experience in financial services, legal, or professional services is a plus.
Proficiency with Microsoft Office Suite (Outlook, Excel, Word) and comfort learning new digital document management platforms.
Exceptional time-management skills with the ability to switch gears between tasks smoothly.
A high level of integrity and the ability to handle sensitive client financial information with absolute confidentiality.
A warm, professional demeanor with excellent written and verbal communication skills.

Nice To Haves

Experience in financial services, legal, or professional services.

Responsibilities

Maintain the cleanliness, organization, and professional appearance of the lobby, conference rooms, and communal areas.
Keep the kitchen, coffee stations, and refrigerators fully stocked; manage and reorder office supplies.
Act as the primary point of contact for building management, maintenance, and external vendors.
Scan, categorize, and upload physical paperwork into our proprietary Family Office Services digital platform.
Prep tax engagement letters annually, along with other occasional Docusign requests.
Return client physical tax documents, mail out paper tax returns, prep certified mail packages, document/track outgoing certified mail via USPS.
Ensure strict confidentiality, accuracy, and compliance when handling sensitive financial and client documents.
Manage calendars, schedule client meetings, and handle expense reporting for leadership.
Arrange seamless domestic travel logistics for executives and advisors.
Coordinate and send out client holiday, milestone, and appreciation gifts.
Help organize, source vendors for, and facilitate internal company events and client appreciation gatherings.