Senior Associate

Overview

The Senior Associate, Financial Services will be responsible for the administration, coordination, and documentation of asset-related activities, insurance programs, as well as execution of day-to-day finance and treasury operations. This is a high-trust role responsible for the administrative support of various personal, real estate, and investment-related assets of our Clients.

The Senior Associate, Financial Services position is a full-time salaried, exempt position. The primary work location for this position is on-site at Buttonwood’s offices in Ada, MI.

Buttonwood is seeking a forward-thinking, positive, and collaborative individual with strong attention to detail, critical thinking, and problem-solving skills, along with excellent communication and organizational abilities. The ideal candidate possesses strong administrative expertise, bringing professionalism, discretion, and a service-oriented mindset to managing assets in a sophisticated, multi-entity structure.

• Coordinate the formation, maintenance, and administration of legal entities, including tracking governing documents, registrations, and compliance-related records
• Administer personal and investment-related assets across multiple entities, including:
• Maintaining detailed ownership and transaction records
• Assist with valuations and compliance requirements
• Coordinating insurance coverage and renewals
• Supporting asset acquisitions, dispositions, and related documentation
• Coordinate with appropriate government organizations regarding asset transactions (e.g. Secretary of State, Customs & Border Protection, foreign government departments, etc.)
• Distribute registration and insurance materials to appropriate stakeholders
• Prepare periodic asset reports for Client or management review

• Execute and document payment and treasury activities in accordance with internal controls, approval protocols, and established procedures
• Perform daily cash management activities
• Prepare weekly and monthly cash management reports
• Receive, verify and reconcile expense reports
• Reconcile vendor accounts and statements
• Serve as a primary administrator for financial systems, including accounting software, , Concur, and banking platforms
• Assist with the administration of bank accounts

• Assist with the improvement of operational controls, procedures, and workflows across financial and asset administration functions
• Support cross-functional projects involving finance, asset management, and legal stakeholders, as needed

• Bachelor’s degree in Business Administration, Communications, Accounting or related field
• Minimum of 5+ years administrative, insurance, finance operations, or related experience
• Proficiency in Microsoft Office, including Excel
• Working knowledge of accounting systems or other database reporting tools preferred
• Ability to sit, stand and complete work at a computer for prolonged periods of time

• Hands-on, highly collaborative, and comfortable in a dynamic environment
• Strong verbal and written communications skills
• Excellent organizational skills and attention to detail
• Highly self-motivated and solution orientated
• Maintains a positive, pro-active approach
• Superior judgment and comfort level working with confidential, legal, and sensitive information, with an uncompromised commitment to integrity and discretion