Administrative Coordinator - Client Service Team

Founded in 1997, Gresham Partners, LLC is a Chicago-based wealth management firm managing $13.8 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 Client Services Coordinator is an experienced administrative professional who provides high-quality administrative and coordination support to Advisors, Associates, and Partners. This role is critical to ensuring a seamless client experience through proactive support, strong organizational execution, and effective cross-team collaboration.

The coordinator also supports Business Development, Operations, and other firm initiatives as needed.

• Manage complex calendars and ensure Advisors are well-prepared for all meetings and engagements
• Coordinate and schedule internal and external meetings, including logistics and materials preparation
• Coordinate complex business and personal travel arrangements
• Prepare and process travel and expense reports in a timely manner
• Prepare, edit, and distribute client correspondence and follow-up communications
• Format graphics, charts, slides, and other documents using established templates
• Compile, review, and finalize client meeting materials
• Proactively anticipate needs and provide ad hoc administrative support to Advisors and Associates
• Maintain and organize client records across systems (CRM, SharePoint and client portal)
• Maintain and update client and prospect contact information within CRM systems
• Coordinate catering and logistics for internal meetings and client events
• Provide reception coverage, including phone support and front desk responsibilities as needed
• Train and mentor new administrative staff and provide ongoing support

• Bachelor's degree required
• Minimum of five years of progressively responsible administrative, executive support, client service, or project coordination 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
• Collaborative professional with a proactive, service-oriented mindset and commitment to achieving team goals.
• Demonstrated ability to work independently, exercise sound judgment, establish priorities, and complete complex assignments and projects with limited supervision.
• Proven experience taking ownership of projects that involve multiple stakeholders, competing deadlines, and changing requirements
• Proficient with Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat and other software
• Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position
• Employer Paid Life Insurance
• Employer Paid Short Term Disability
• Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance
• 401(k) & Employer Match
• 15 Vacation Days, 5 Sick Days, 1 Floating Holiday
• Education Reimbursement Programs
• Salary Range: $70,000-$80,000

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.