Buttonwood Capital Management · 1 day ago
Senior Associate, Financial Services
Ada, MI
Full-time
Onsite
Senior Level
5+ years expButtonwood Capital Management is seeking a Senior Associate in Financial Services to oversee the administration and coordination of asset-related activities and finance operations. This role involves managing personal and investment-related assets, executing treasury activities, and providing administrative support across various functions.
Financial Services
Hiring Manager
Kelley Grotenhuis
Responsibilities
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, Bill.com, 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
Qualification
Required
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
Ability to sit, stand and complete work at a computer for prolonged periods of time
Preferred
Working knowledge of accounting systems or other database reporting tools preferred
Company
Buttonwood Capital Management
Buttonwood Capital Management is a family office dedicated to stewarding the resources of its founding family and their descendants by providing personalized financial, investment, and administrative services.
Ada, Michigan, US
2-10 employeesFunding
Current Stage
Early StageLeadership Team
Michael Stob
Chief Financial Officer
Company data provided by crunchbase