WHO are we looking for?

CAPTRUST is seeking a part-time Administrative Assistant who will provide general office support with a variety of activities and related tasks. The Administrative Assistant will be responsible for greeting office guests, answering incoming telephone calls for offices in multiple time zones, directing calls to appropriate team members, collaborate cross departmentally, and work on special projects as needed. Our working hours are from 9 AM to 3 PM Monday through Thursday and 9 AM to 1 PM on Friday in our West Chester Township, OH office location. Primary responsibilities may include the following, among others:

• Greet clients and visitors with courtesy and enthusiasm
• Answer phone calls with a welcoming and positive demeanor; ensure phone calls are redirected to the appropriate team member
• Scan documents for electronic storage; assist with movement of documents into electronic systems (Compliance)
• Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
• 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, faxing, filing, 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, equipment supplies, and facilities
• Keep copiers and printers stocked with paper and ink cartridges
• Manage and maintain processes in the areas of, but not limited to: client birthdays, gifts and entertainment, progress reviews
• Type correspondence, reports, and other documents
• Process and manage incoming and outgoing communications (telephone, fax, mail, email) following firm’s compliance policies
• Prepare and submit expenses in Concur
• Act as main point of contact for other CAPTRUST employees seeking assistance with ensuring the smooth operation of the branch location
• Special projects as assigned

Minimum Qualifications:

• College degree preferred, or a minimum of 2 years of relevant experience or equivalent combination of education and experience
• Excellent written and verbal communication skills
• Proficient computer skills, including Microsoft Office Suite
• Proficient in Concur and SharePoint preferred, but not required

Desired Qualifications/Skills:

• Impeccable ability to maintain confidentiality and integrity
• Serve clients with the highest professionalism, and maintain a strong commitment to provide quality service
• Ability to handle a high volume of calls with attention to detail and a high degree of accuracy
• Prompt and effective follow-up; deadline focused
• Self-motivated with the ability to work both independently and under direction to create a positive experience for clients, team members, and strategic partners
• Exceptional organizational skills; ability to multi-task in a dynamic environment

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?

9078 Union Centre Blvd #102 | West Chester Township, OH 45069

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. #entry