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    Client Service Admin/Office Coordinator - Minneapolis, United States - Curi RMB Capital LLC

    Curi RMB Capital LLC
    Curi RMB Capital LLC Minneapolis, United States

    5 days ago

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    Description

    Job Description

    Job Description

    Curi RMB Capital LLC is a rapidly growing Chicago-based investment advisory firm with more than $12 billion in assets under management. We are seeking a Client Service Administrator/Office Coordinator to join the team in our Minneapolis, MN office.

    At Curi RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours to give our employees the opportunity to build relationships by getting to know each other.

    We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

    • Accountability
    • Curiosity
    • Teamwork
    • Inclusion
    • Service Commitment

    We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

    Curi RMB has grown dramatically since its founding in 2005 to be counted among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, Oakbrook Terrace, Illinois, Raleigh, North Carolina, St. Joseph, Michigan, and Washington D.C.

    About The Role

    Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client's unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

    The Client Service Administrator/Office Coordinator (CSA/OC) 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 clients, while working in a team environment. Because the CSA/OC supports client-facing teams, they have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical.

    Responsibilities

    • Prepares and processes custodian and internal Compliance documents, such as new brokerage account applications and Investment Agreements
    • 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 and Salesforce
    • Supports client-facing teams through routine account maintenance
    • Assists efforts to complete firm-wide administrative projects
    • Resolves complex custodial and third-party manager issues
    • Participates in ongoing administrative training
    • Effectively communicates with custodians, team members, and other departments
    • Office Coordinator responsibilities:
      • Schedules visitors, appointments, client meetings, conference rooms, and travel
      • Prepares, reviews, and submits team expense reports
      • Opens and closes the office (lights, security access, etc.)
      • Welcomes clients and visitors
      • Maintains a clean and welcoming office area and kitchen
      • Inventories office and kitchen supplies; orders when necessary

    Experience, Education and Skills

    • 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

    Perks

    Benefits -     We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, employee assistance program and pet insurance.

    Hybrid Work, Stipend and Dress for Your Day - We have a hybrid work model where employees are encouraged to work at least 3 days in the office. We offer a Home Office Stipend to cover the cost of buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

    Wellness Program - We are committed to helping our employees live happy and healthy lives. We offer a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards and more by participating.

    Appreciation - We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

    Volunteer Days - We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about philanthropy which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization.

    So—what do you think?

    If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients' lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

    Curi RMB Capital is an independent investment advisory firm. To learn more, visit

    Curi RMB Capital LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Curi RMB Capital LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.

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