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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/ulpWHAT can you expect from your career at CAPTRUST?/ppOur colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its 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./ppOur Employee Benefits Package shows how much we value our team. Some benefits include:/pulliCompany discretionary bonus./liliHealth, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms./liliCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods./liliPaid time off (PTO) or Paid Sick Leave (PSL)/li/ulpWHERE will you be working?/pp4208 Six Forks Rd #1700 | Raleigh, NC 27609/ppor/pp5605 Carnegie Blvd #400 | Charlotte, NC 28209/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/ppHOW do we build a world class organization one brick at a time?/ppWe 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./ppAre you the next brick?/ppTo get it done the CAPTRUST Way, an individual should exhibit the following characteristics:/pulliAbility to build successful, collaborative, and trusting relationships/liliInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information/liliA 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/liliInherent desire to give back to our communities and enrich the lives of those around us/liliAn other-centered mindset/liliIntegrity through maintaining objectivity/li/ulpEEO/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./ppThis position will remain open until filled./p/div

Vacancy posted 2 days ago
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