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
Your weekly rhythm will generally balance across three core areas – Office Coordination, Family Office/Tax Administration and Administrative Support
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: 8am – 5pm
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.
The base salary will be commensurate with an individual's work experience and educational background.
- 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
Built On;
- 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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Skills Required
- 1-3 years of experience in administrative, office coordination, or related roles
- Proficiency with Microsoft Office Suite (Outlook, Excel, Word)
- Comfort learning and using digital document management platforms
- Experience preparing and handling DocuSign requests
- Ability to scan, categorize, and securely archive physical paperwork into digital systems
- Ability to handle sensitive client financial information with strict confidentiality and discretion
- Strong organization and time-management skills with ability to multitask
- Excellent written and verbal communication and professional demeanor
- Available to work onsite at Milwaukee office 5 days a week, 8am-5pm
- Experience in financial services, legal, or professional services
What We Do
At Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders. Important disclosures: As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi Capital at [email protected]. This is not an offer to buy or sell any investment products or Curi Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. For more information on Curi Capital, please call 312.993.5800 or email us at [email protected].
