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Administrative Professionals Team Lead

CAPTRUST

divh2Team Lead/h2pCAPTRUST 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./ph3Responsibilities/h3ulliManage, lead, and train a large team of regional and home office Administrative Professionals, ensuring adequate support for all clients, Executives, Financial Advisors, and prospects/liliConduct one-on-one sessions with team members and write and deliver performance appraisals annually/liliDemonstrate strong strategic thinking and effective conflict resolution skills/liliPeriodic travel to regional offices for training and support/liliManage all personnel and HR related issues/liliManage Hospitality Associates and ensure all events are properly planned and execute/liliOversee all expenses for Admins, Executives, and Financial Advisors/liliHandle any critical issues that arise in relation to events, scheduling, phone coverage, and mail/liliManage timecard approvals and PTO requests/liliCollaborate with other departments to ensure alignment and support/liliPerform other duties and special projects, as required/li/ulh3Qualifications/h3pMinimum Qualifications:/pulliMinimum 3 years experience in a Team Leader or Manager capacity/lili7-10 years of relevant experience working with C-Suite personnel and/or training, or equivalent combination of education and experience/li/ulpDesired Qualifications/Skills:/pulliDemonstrates leadership qualities (executive presence, emotional intelligence, guidance, vision, metrics, relationship building)/liliHigh standards of professionalism (presence, dress, manners, conduct, communication)/liliSuperior oral and written communication skills/liliPrioritization skills; ability to manage many time-sensitive tasks simultaneously/liliExtremely organized; enjoys keeping accurate and detailed documentation/liliRequired: Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions/liliExperience with Concur and ADP applications is preferred/liliEnergized by change and able to think out-of-the-box regarding process improvement, compliance adherence, and expense management/liliAbility to grasp financial/investment concepts/li/ulpWHERE will you be working?/pp4208 Six Forks Rd #1700 | Raleigh, NC 27609/ppor/pp1 Liberty Square #1300 | Boston, MA 02109/ppor/pp5005 LBJ Freeway #1313 | Dallas, TX 75244/ppDue to the nature of the role, this is not a remote or work from home position. #LI-Onsite/ppEEO/Diversity Statement:/ppAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported./ppIt 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./p/div

Vacancy posted 18 hours ago
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