Curi Capital ยท 2 months ago
Client Service Administrator/Office Coordinator
Raleigh, Raleigh, NC, US
Full-time
Onsite
Entry Level
$55K/yr - $65K/yr
1+ years expCuri Capital is a rapidly growing national registered investment advisory firm committed to enriching the lives of their clients and communities. They are seeking a highly organized and customer-focused Client Service Administrator / Office Coordinator to support their Wealth Management and Wealth Builder teams by executing a variety of administrative responsibilities while maintaining a significant impact on client relations.
Financial Services
Responsibilities
Prepares and processes custodian and internal Compliance paperwork, such as new brokerage account applications and Client Agreements
Arranges delivery of paperwork for signature to clients and prospects 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 efforts to complete firm-wide administrative projects
Resolves complex custodial and third-party manager issues
Participates in ongoing administrative training
Effectively communicates with custodians, managers, team members, and other departments
Inventories office and kitchen supplies; orders when necessary
Maintains a clean and welcoming office area and kitchen
Prepares, reviews, and submits team expense reports
Qualification
Required
Undergraduate degree or equivalent work experience required
Preferred
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
Benefits
Comprehensive health benefits, including medical, dental, vision, and life insurance
Education assistance
401(k) and employer match
Short-term disability
Long-term disability
Flexible time off
10 paid holidays
Summer hours
Company
Curi Capital
At Curi Capital, our goal is to create value for our clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
J
Jay Menton
Partner, Senior Wealth Manager / Team Lead
Richard M. Burridge
Executive Chairman, Co-Chief Investment Officer
Recent News
2024-02-20
Business Wire
2024-01-02
Business Wire
2023-11-21
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