Executive Admin & Office Coordinator — Financial Services

Curi Capital; Milwaukee (WI); On-site; USD 27,552 - 34,440; Full time

Benefits offered by this job

Comprehensive health benefits

Education assistance

401(k) with employer match

Flexible time off

Paid holidays

Job summary

Curi Capital in Milwaukee is seeking an Office Coordinator, required to maintain an organized and professional office environment while providing administrative support to advisors and executives. The ideal candidate will have 1-3 years of experience, strong communication skills, and proficiency with Microsoft Office Suite.

This in-office role requires a warm demeanor, discretion, and exceptional time-management skills. The position offers a salary range of $20 – $25 per hour, with comprehensive benefits including health insurance and education assistance.

Qualifications

• 1–3 years of experience in administrative or office coordination roles.
• Proficient in Microsoft Office Suite and comfortable with new software.
• Exceptional organization and time-management skills.
• Able to handle sensitive client information discreetly.
• Excellent verbal and written communication skills.

Responsibilities

• Maintain a welcoming office environment and assist in office coordination.
• Manage documents and ensure data accuracy and confidentiality.
• Provide administrative support to executives and advisors.
• Arrange travel logistics and manage client relations.
• Help facilitate internal events and client gatherings.

Skills

Office coordination

Technical proficiency

Time-management

Discretion and integrity

Communication

Tools

Microsoft Office Suite

Job description

Curi Capital in Milwaukee is seeking an Office Coordinator, required to maintain an organized and professional office environment while providing administrative support to advisors and executives. The ideal candidate will have 1-3 years of experience, strong communication skills, and proficiency with Microsoft Office Suite.

This in-office role requires a warm demeanor, discretion, and exceptional time-management skills. The position offers a salary range of $20 – $25 per hour, with comprehensive benefits including health insurance and education assistance.