Office Coordinator and Administrative Assistant

**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 handl