Senior Administrative Assistant

WHO are we looking for?

CAPTRUST is seeking a Senior Administrative Associate will be responsible for high-level administrative support for the firm. This role will be responsible for greeting office guests, answering incoming telephone calls, directing calls to appropriate team members, and other duties as needed. This dynamic role requires the ability to think critically, anticipate needs, and offer solutions to problems with a high level of professionalism and confidentiality. A meticulous attention to detail and strong organizational skills while multi-tasking are also a must. The ideal candidate is exceptionally polished, professional, and a go-getter.

Responsibilities

• Supporting Directors and Executive Leadership
• Versatility to cover Front Desk, Mailroom, and C-Suite duties as needed
• Proficient in navigating CRM systems
• Exceptional organizational skills; ability to multi-task and pivot in a dynamic environment
• Manage calendars, schedule meetings and appointments, including authorization and logistical coordination with facilities, security, and caterers
• Arrange travel, hotels, and transportation
• Manage contact management database, including updating and adding contact information as necessary and managing various workflows relating to prospects, referrals, COIs, clients
• Training new admin colleagues
• Greet clients and visitors warmly, ensuring a positive first impression
• Skillfully redirect incoming calls to the relevant team member and ensure timely follow-up on emails, responding within 24 hours
• Prepare agendas, correspondence and reports, and other documents
• Serve as backup to prepare conference rooms for meetings; clean conference rooms after meetings
• Maintain orderly and clean lobby, front desk, conference rooms, and breakroom
• Provide general office support including copying, printing, binding, filing, occasional office errands, and creating documents
• Work with firm management to maintain sufficient levels of office and janitorial supplies, postage, stationery, and conference room refreshments, re-ordering or purchasing as necessary
• Coordinate maintenance of office equipment and equipment supplies
• Manage and maintain processes in the areas of, but not limited to: client birthdays, gifts and entertainment, progress reviews, wholesaler meetings
• Process and manage incoming and outgoing communications (telephone and electronic scanning) following firm’s compliance policies
• Prepare and submit expenses in Concur
• Main point of contact for other CAPTRUST employees seeking assistance with ensuring the smooth operation of the branch location
• Assist with planning and preparation of client events and employee events
• Special projects as assigned
  
  

Qualifications

Minimum Qualifications:

• College degree preferred, or a minimum of 5 years of relevant experience working with C-suite personnel and/or training, or equivalent combination of education and experience
• Excellent written and verbal communication skills
• Proficient computer skills, including Microsoft Office Suit
• Proficient in Concur and SharePoint preferred, but not required
  
  

Desired Qualifications/Skills

• Financial services background preferred but not required
  
  

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage Personify Health wellness platform
• 401(k) program with a 5% employer match financial planning for colleagues
  
  

WHERE will you be working?

5605 Carnegie Blvd #400 | Charlotte, NC 28209

Due to the nature of the role, this is not a remote or work from home position.

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way , an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity
  
  

EEO/Diversity Statement

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate