Administrative Associate
3 weeks ago
Curi RMB Capital LLC is a rapidly growing Chicago-based investment advisory firm with nearly $14 billion in assets under management.
Job DescriptionThe Client Service Coordinator supports the firm by executing a wide variety of administrative responsibilities. The incumbent performs the administrative duties associated with the service of individual high net-worth, institutional and RPS clients, while working in a team environment.
Key Responsibilities:
- Prepares and processes custodian and internal Compliance documents.
- Arranges delivery of paperwork for signature to clients through DocuSign.
- Organizes and maintains client electronic files.
- Responsible for diligent record keeping in the proper databases.
- Supports client-facing teams through routine account maintenance.
- Assists in efforts to complete firm-wide administrative projects.
- Resolves complex custodial and third-party manager issues.
- Participates in ongoing administrative training.
Benefits:
- Competitive salaries.
- Profit sharing plans.
- Wellness program.
- Pet insurance.
- Home Office Stipend.
- Dress for Your Day.
- Volunteer days.
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