Office Coordinator and Administrative Assistant

Curi Capital • Milwaukee, WI

2d • Onsite

About The Position

Curi Capital, a growing national registered investment advisory firm based in Chicago, is seeking an Office Coordinator and Administrative Assistant. This role involves maintaining a welcoming office environment, managing digital documentation, and providing high-level administrative support to advisors and executives. The ideal candidate enjoys variety in their workday and is committed to Curi Capital's mission of enriching lives and its core values: Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment.

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.

Benefits

• Comprehensive health benefits, including medical, dental, vision, and life insurance.
• Education assistance
• Annual bonus opportunity
• 401(k) with employer match
• Short-term and long-term disability
• Flexible time off
• 13 paid holidays annually

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed