Administrative Professionals Team Lead

Team Lead

CAPTRUST is seeking a Team Lead with our Administrative Professionals team who will provide coaching and leadership for a team of regional and home office Administrative Professionals. This is a full-time permanent position working Monday through Friday from 8:00 a.m. - 5:00 p.m. in our Dallas, TX, Charlotte, NC or Raleigh, NC office location.

Responsibilities

• Manage, lead, and train a large team of regional and home office Administrative Professionals, ensuring adequate support for all clients, Executives, Financial Advisors, and prospects
• Conduct one-on-one sessions with team members and write and deliver performance appraisals annually
• Demonstrate strong strategic thinking and effective conflict resolution skills
• Periodic travel to regional offices for training and support
• Manage all personnel and HR related issues
• Manage Hospitality Associates and ensure all events are properly planned and execute
• Oversee all expenses for Admins, Executives, and Financial Advisors
• Handle any critical issues that arise in relation to events, scheduling, phone coverage, and mail
• Manage timecard approvals and PTO requests
• Collaborate with other departments to ensure alignment and support
• Perform other duties and special projects, as required

Qualifications

Minimum Qualifications:

• Minimum 3 years' experience in a Team Leader or Manager capacity
• 7-10 years of relevant experience working with C-Suite personnel and/or training, or equivalent combination of education and experience

Desired Qualifications/Skills:

• Demonstrates leadership qualities (executive presence, emotional intelligence, guidance, vision, metrics, relationship building)
• High standards of professionalism (presence, dress, manners, conduct, communication)
• Superior oral and written communication skills
• Prioritization skills; ability to manage many time-sensitive tasks simultaneously
• Extremely organized; enjoys keeping accurate and detailed documentation
• Required: Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
• Experience with Concur and ADP applications is preferred
• Energized by change and able to think "out-of-the-box" regarding process improvement, compliance adherence, and expense management
• Ability to grasp financial/investment concepts

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

or

1 Liberty Square #1300 | Boston, MA 02109

or

5005 LBJ Freeway #1313 | Dallas, TX 75244

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

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.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.