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Curi Capital

Wealth Client Services Admin & Office Coordinator Raleigh

Curi Capital, Raleigh, North Carolina, United States, 27601

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A financial advisory firm in Raleigh is seeking a Client Service Administrator/Office Coordinator to support Wealth Management teams. The role involves preparing compliance paperwork, organizing client files, and maintaining office supplies. Candidates should have an undergrad degree and preferred experience in administration and customer service. Strong organizational skills and attention to detail are essential for success in this role. The firm offers a competitive salary and comprehensive benefits including health insurance and professional development opportunities. #J-18808-Ljbffr