Administrative Associate

3 weeks ago


Chicago, Illinois, United States Curi RMB Capital LLC Full time
About Our Firm

Curi RMB Capital LLC is a rapidly growing Chicago-based investment advisory firm with nearly $14 billion in assets under management.

Job Description

The 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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