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Administrative Associate - Temporary (Full-Time)

Company: Captrust
Location: Raleigh
Posted on: January 16, 2022

Job Description:

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization one brick at a time.

Please note that under our current policy only vaccinated colleagues are permitted in our offices during working hours.

Position Overview

As the Director of First Impressions the Administrative Associate will be responsible for greeting office guests, answering incoming telephone calls, directing calls to appropriate team members, and other duties as needed. This role provides general office support with a variety of clerical activities and related tasks. Excellent communication skills and the ability to develop positive, ongoing relationships with clients and colleagues are a must. This person must be detail oriented, well-organized, able to efficiently multi-task, and have strong prioritization skills.

  • Greet clients and visitors with courtesy and enthusiasm
  • Answer phone calls with a welcoming and positive demeanor; ensure phone calls are redirected to the appropriate team member
  • Scan documents for electronic storage
  • Prepare conference rooms for meetings, clean conference rooms after meetings
  • Maintain orderly and clean lobby, front desk, conference rooms and breakroom
  • Provide general office support including copying, faxing, filing, office errands and creating documents
  • Keep copiers and printers stocked with paper and ink cartridges
  • Type correspondence, reports, and other documents
  • Process and manage incoming and outgoing communications (telephone, fax, email) following firms compliance policies
  • Special projects as assigned
  • Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role
    Essential Expectations
    • Impeccable ability to maintain confidentiality and integrity Serve clients with the highest professionalism, and maintain a strong commitment to provide quality service
    • Prompt and effective follow-up; deadline focused
    • Energetic, eager to learn, willing to cooperate
    • Self-motivated with ability to work both independently and under direction to create a positive experience for clients, team members, strategic partners, and vendors
    • Be a model of hard work, timeliness, positive attitude, support of team and support of the firms values and mission
    • Able to manage and get along with diverse personalities
    • Exceptional organizational skills; ability to multi-task in a dynamic environment
    • Comfort with being a team player and doing whatever is needed, big or small
    • Ability to handle a high volume of tasks with attention to detail and a high degree of accuracy
    • Possess a high propensity and aptitude for excellent client service
    • Ability to identify and offer solutions for improvement across the team
    • Is an example to others by effectively following all firm standards, practices, and procedures
      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.

      CAPTRUST is committed to provide employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.by Jobble

Keywords: Captrust, Raleigh , Administrative Associate - Temporary (Full-Time), Administration, Clerical , Raleigh, North Carolina

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