Founded in 1997, Gresham Partners, LLC is a Chicago-based wealth management firm managing $10.1 billion in investments for a select group of ultra-high-net-worth families nationwide. The firm is distinguished by its independent thinking, investment strategy, and performance outcomes. The Administrative Coordinator provides administrative support for the Investment team and our Business Development efforts through research, projects, scheduling meetings and arranging travel. The Coordinator is an integral and active part of the core teams, participating in meetings and other activities. The ideal candidate will have a passion for learning and a strong support mindset. The Coordinator role will be based in Chicago.
Responsibilities:
- Research, create, maintain and disseminate relevant investment information to the team
- Assist with manager due diligence, including gathering information from third parties, organizing information received, and closely monitoring progress/outstanding items
- Assist with planning internal investment focused meetings
- Communicate professionally with external parties to successfully plan, organize and schedule appointments for members of the team across the globe
- Work with other coordinators in division of responsibilities
- Assist or take lead on internal projects
- Build out and manage the team's CRM and SharePoint efforts
- Prepare and maintain business development spreadsheets.
- Maintain internal business development data base for mailings and correspondence.
- Conduct internet research on prospects and/or order background reports.
- Coordinate document and information management tasks that add value for the team
- Complete other projects or assignments as they occur, including multiple projects simultaneously
- Manage logistical arrangements of the team, including business travel (both international and domestic, often multi-city), manage visa and passport renewals, address last minute travel changes and coordinate travel schedules with other members of the firm
- Utilize and maintain members' frequent travel accounts (e.g., air, hotel, rental car)
- Prepare and submit expense reports for team members
Education, Experience and Skills:
- Bachelor's degree required
- Minimum of three years of relevant administrative experience
- Investment and/or financial services industry experience a plus
- Excellent writing, editing, and verbal skills
- Outstanding organizational, decision-making and problem-solving skills
- Displays consistent, high attention to detail, accuracy and thoroughness
- Demonstrated team player with a positive can-do attitude
- Ability to work independently, multitask and prioritize based on urgency of assignments
- Proficient with Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat and other software
- Flexibility to respond to emails before/after hours and/or on weekends, particularly when members of the team are traveling overseas and/or when applicable
- Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position
Benefits:
- Medical, Dental & Vision (HSA, FSA options)
- Employer Paid Life Insurance
- Employer Paid Short Term Disability
- Employer Paid Parental Leave (12 weeks)
- Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance
- 401(k)
- 15 Vacation Days, 5 Sick Days, 1 Floating Holiday
- Education Reimbursement Programs
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the duties and responsibilities of this job.
Must be able to:
- Remain stationary for reasonable periods of time typing and/or reading at a computer
- Move around an office environment during a workday
- Work in-person in downtown Chicago
- Communicate with employees, clients, and/or vendors by telephone and in person
- Process transactions on a computer
- Sustain mental/visual attention for reasonable periods of time
Reasonable accommodations may be made to enable employees with disabilities to perform the duties and responsibilities.