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Administrative Associate

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CAPTRUST

2mo ago

  • Job
    Full-time
    Mid-level (3-4 years)

AI generated summary

  • You should possess strong organizational skills, attention to detail, proficiency in office software, excellent communication abilities, and a proactive approach to support administrative tasks.
  • You will support daily operations, manage schedules, organize files, handle correspondence, and assist with project coordination to ensure efficient workflow within the team.

Requirements

  • 3+ years of relevant work experience
  • Excellent phone etiquette, verbal, and written communication skills
  • Proficient in MS Office (Word, Excel, Outlook, Power Point)
  • Impeccable ability to maintain confidentiality and integrity
  • Serve clients with the highest professionalism, and maintain a strong commitment to provide quality service
  • Prompt and effective follow-up; deadline focused
  • Energetic, eager to learn, willing to cooperate
  • Self-motivated with ability to work both independently and under direction to create a positive experience for clients, team members, strategic partners and vendors
  • Be a model of hard work, timeliness, positive attitude, support of team and support of the firm’s values and mission
  • Able to manage and get along with diverse personalities
  • Exceptional organizational skills; ability to multi-task in a dynamic environment
  • Comfort with being a “team player” and doing whatever is needed, big or small
  • Must seek training and keep up-to-date on the latest office programs and procedures to maintain the highest level of competency within the workplace
  • Ability to handle a high volume of tasks with attention to detail and a high degree of accuracy
  • Possess a high propensity and aptitude for excellent client service
  • Ability to identify and offer solutions for improvement across the team
  • Is an example to others by effectively following all firm standards, practices, and procedures

Responsibilities

  • 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
  • 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 and equipment supplies
  • Keep copiers and printers stocked with paper and ink cartridges
  • Prepare agendas for monthly office team meetings
  • Manage and maintain processes in the areas of but not limited to: client birthdays, gifts and entertainment, progress reviews, wholesaler meetings
  • 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
  • Main point of contact for other CAPTRUST employees seeking assistance with ensuring the smooth operation of the branch location
  • Special projects as assigned

FAQs

What are the primary responsibilities of the Administrative Associate at CAPTRUST?

The Administrative Associate will greet clients and visitors, answer incoming phone calls, provide general office support with clerical activities, assist in scheduling tasks, prepare conference rooms for meetings, maintain office cleanliness, manage supplies, and handle both incoming and outgoing communications, among other responsibilities.

What qualifications are required for this position?

The minimum qualifications include 3+ years of relevant work experience, excellent phone etiquette, strong verbal and written communication skills, and proficiency in MS Office (Word, Excel, Outlook, PowerPoint).

What are the essential expectations for the Administrative Associate role?

The essential expectations include maintaining confidentiality and integrity, providing quality client service, prompt follow-up, being a team player, exceptional organizational skills, and the ability to manage a high volume of tasks with attention to detail.

Where will the Administrative Associate be working?

The Administrative Associate will be working at 603 Carthage Street #210, Sanford, NC 27330.

What can I expect from my career at CAPTRUST?

At CAPTRUST, you can expect a supportive environment with opportunities for personal growth, a fully stocked break room, fun employee events, and an emphasis on high standards and teamwork.

What is included in the Employee Benefits Package at CAPTRUST?

The Employee Benefits Package includes employee ownership opportunities, a Brick Bonus success sharing program, comprehensive health coverage with a wellness platform, and a 401(k) program with a 5% employer match.

What qualities does CAPTRUST look for in candidates?

CAPTRUST seeks candidates who can build successful relationships, communicate effectively, demonstrate urgency in solving problems, have a strong desire to give back to the community, possess integrity, and maintain an other-centered mindset.

Is this position flexible or remote?

The job description specifies that this position is onsite, indicating that it is not a remote or flexible role.

What type of special projects might the Administrative Associate be involved in?

Special projects may vary but typically involve tasks that support office functions, improve processes, or enhance client interactions as assigned by management.

How important is confidentiality in this role?

Confidentiality is crucial as the Administrative Associate will handle sensitive information and is expected to maintain integrity and professionalism in all client and office interactions.

CAPTRUST

We are building financial foundations. How can we help you?

Finance
Industry
1001-5000
Employees
1989
Founded Year

Mission & Purpose

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.