Investment Support Specialist

3 days ago


Chicago, Illinois, United States Curi RMB Capital LLC Full time
About the Role

We are seeking an Investment Support Specialist to join our team in Chicago, IL or Washington, DC office. Estimated salary is around $55,000-$70,000 per year, depending on experience.

Responsibilities
  • Prepare and process custodian and internal Compliance documents, such as new brokerage account applications and Investment Agreements.
  • Arrange delivery of paperwork for signature to clients through DocuSign.
  • Organize and maintain client electronic files.
  • Responsible for diligent record keeping in the proper databases.
  • Support client-facing teams through routine account maintenance.
  • Assist in efforts to complete firm-wide administrative projects.
  • Resolve complex custodial and third-party manager issues.
  • Participate in ongoing administrative training.

Required Skills and Qualifications:

  • Undergraduate degree or equivalent work experience required.
  • One or more years of experience in an administrative capacity preferred.
  • Exposure to financial services preferred.
  • Experience servicing customers and third-party vendors preferred.
  • Experience in clubs, activities, sports, or any team-oriented experience.


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