Who We Are:

Union Heritage is an investment advisory company with three lines of business: Public Equity, Venture Capital, and Philanthropic Investment. We have leveraged our demonstrable expertise in these strategies to help build and safeguard the legacies of our clients since our founding over three decades ago.

For more information on our firm, please visit:https://www.unionheritage.com/

What You’ll Do:

We are seeking a dedicated individual who can support all aspects of Union Heritage, and drive efficiency for the Managing Partner, Managing Director, and team overall. Our ideal candidate is extremely organized and detail oriented, adept at prioritizing and multitasking, takes initiative, and constantly thinks one step ahead.

Responsibilities will include, but are not limited to:

Planning agendas, documenting notes, and managing follow-ups for team meetings across all three lines of business
Manage scheduling and the administrative calendar for the firm’s Managing Partner and Managing Director
Manage email and follow-up communications for Managing Partner/Director
Attending meetings and events with the General Partners (GPs) and following up on all action items
Providing GPs with relevant briefing information on a consistent basis
Identifying areas that need immediate attention and ensuring they are prioritized by the GPs
Maintain fundraising tracker across Venture Capital and Philanthropic Investment arms of the business
Operational support of Platform activities, managing the flow of information with founders and vendors
Support the tracking of Accounts Payable and Accounts Receivable
Keep organizational and operational systems running efficiently, and implementing improvements when identified
Oversee office management, supply inventory, coordinating with vendors
Support event planning and execution, including travel planning for the GPs when applicable
Support special projects and additional tasks, as needed

Who You Are:

3+ years of professional experience, ideally in an administrative or project management related role
Based in Detroit with ability to be in the office 2-3 days/week
Available to start by early November 2025
Excitement to work in a startup environment and support underrepresented founders in the Michigan ecosystem
Willingness to perform a variety of roles and to collaborate successfully on a lean team, in a fast paced environment
Highly organized and strong attention to detail
Strong time management skills, managing consistent and efficient follow-up
Strong written and oral communication skills
Solutions oriented and proactive, to keep things moving forward across the firm
Proficiency with the following programs is required:

Google Workspace suite of products (Gmail, Drive, Docs, Sheets, Slides, etc)
Microsoft suite of products (Outlook, Office 265, OneDrive, etc).
Zoom
Adobe Acrobat

Working knowledge of the following programs is ideal:

Monday.com
Docusign
Docsend

Unmatched integrity and discretion in handling confidential information

Base Salary: $80,000/year
Health Insurance (medical, vision, and dental)
401k with company match
Unlimited PTO

Timeline

We are excited to get this new team member on board quickly to support our growth! We will be starting interviews in mid-October, and aim to bring someone in by early November.

Union Heritage remote jobs

Venture Associate

Executive Assistant / Project Coordinator