Office Coordinator and Administrative Assistant

About the role

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 Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.

Key Responsibilities

• Office Coordination: 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: 1–3 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

Pay

The base salary will be commensurate with an individual's work experience and educational background. US Pay Range: $20 - $25 USD

Benefits

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