Office Coordinator and Administrative Assistant

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

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 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.

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

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: 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: 8 am – 5 pm.

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.

Compensation

The base salary will be commensurate with an individual's work experience and educational background.

US Pay Range

$20 – $25 USD

Our Vision

To be the trusted partner in medicine, business, and life.

Our Mission

By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values

• 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 stronger—we are better together.
• 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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