Administrative Assistant

Administrative Assistant

CAPTRUST is seeking a part-time Administrative Assistant who will provide general office support with a variety of activities and related tasks. The hours are approximately Monday through Friday 9:30am - 3:00pm but can be adjusted to accommodate a qualified candidate. Primary responsibilities may include the following, among others:

• Execute recurring team processes and procedures to keep workflows on track
• Support ongoing client service requests, as needed, with timely follow-up
• Maintain client records and workflows in CRM systems and ensure compliance
• Coordinate with advisors, internal teams, and insurance carriers
• Manage incoming and outgoing mail to support timely distribution and handling of digital and physical office correspondence
• Coordinate with the firm-wide Administrative Department on recurring responsibilities, monthly meetings, and location-level support for enterprise initiatives
• Greet clients and manage incoming calls and communications as needed
• Prepare documents and maintain electronic records
• Manage office operations including supplies, light kitchen duties and vendor coordination
• Assist with logistics of office events and internal initiatives

Minimum Qualifications:

• Minimum of 2 years of relevant experience and/or training, or equivalent combination of education and experience
• Excellent phone etiquette, verbal, and written communication skills
• Proficient in MS Office (Word, Excel, Outlook, Power Point)

Desired Qualifications/Skills:

• Maintains the highest standards of confidentiality and integrity
• Associate's degree preferred
• Exhibits strong professionalism and work ethic in all interactions
• Demonstrates keen attention to detail with a positive, proactive attitude

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Company discretionary bonus.
• Health, 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.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)

600 Hamilton St #900 | Allentown, PA 18101

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

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

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.

This position will remain open until filled