Job Description

SUMMARY

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

The Senior Associate position is a full-time, benefit eligible, hourly, non-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.

RESPONSBILITIES

Entity & Asset Administration

• 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

Finance & Treasury Administration

• 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

Administrative Support

• 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

REQUIREMENTS

• 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

ELEMENTS OF SUCCESS

• 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

BENEFITS

Along with competitive pay, Buttonwood provides the following generous benefits:

• Medical, Dental, Vision, Life, Disability (100% Employer paid)
• FSA, HSA, 401k with company match
• Time Off: 10+ paid Company holidays, 20 days PTO
• Perks: Positive, supportive Company culture, team events, monthly Company lunches, and more

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