WHO are we looking for?

CAPTRUST is seeking a Senior Administrative Associate who 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. Primary responsibilities may include the following, among others:

• Experience in supporting Directors and Executive Leadership
• Versatility to cover Front Desk, Mailroom, and C-Suite duties as needed
• Manage calendars, schedule meetings and appointments, including
  authorization and logistical coordination with facilities, security, and
  caterers
• Arrange travel, hotels, and transportation
• Prepare agendas, correspondence and reports and other documents
• Prepare conference rooms for meetings; clean conference rooms after meetings
• 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
• Proficient in navigating CRM systems
• Manage contact management database, including updating and adding contact information as necessary and managing various workflows relating to prospects, referrals, COIs, clients
• 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
• Training new administrative colleagues
• Special projects as assigned

Minimum Qualifications:

• College degree preferred, or a minimum of 5-7 years of relevant experience working with executive level and C-suite personnel and/or training, or equivalent combination of education and experience
• Proficient computer skills including Microsoft Office Suite

Desired Qualifications/Skills:

• Excellent written and verbal communication skills
• Financial services background preferred but not required
• Strong organizational and time management skills
• Ability to work collaboratively as well as independently
• Ability to handle multiple assignments simultaneously
• Strong presentation skills
• Project management experience
• Ability to sustain and strengthen relationships with strategic partners
• Strong sense of initiative, flexibility, diplomatic nature, and demonstrated leadership skills

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 + Virgin Pulse wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

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

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. #mid-senior