Administrative Professionals Team Lead

WHO are we looking for? CAPTRUST is seeking an 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 executed 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 Benefits 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) Due to the nature of the role, this is not a remote or work from home position. Where will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 1 Liberty Square #1300 | Boston, MA 02109 5005 LBJ Freeway #1313 | Dallas, TX 75244 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. This position will remain open until filled. #J-18808-Ljbffr