Administrative Assistant

WHO are we looking for?CAPTRUST is seeking an Administrative Assistantwho will provide general office support with a variety of 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 enthusiasmAnswer a high volume of phone calls with a welcoming and positive demeanor; ensure phone calls are redirected to the appropriate team memberScan documents for electronic storage; assist with movement of documents into electronic systems (Compliance)Assist in scheduling, confirming tasks, activities, and appointmentsPrepare and clean conference rooms for meetingsMaintain orderly and clean lobby, front desk, conference rooms, and breakroomProvide general office support including copying, faxing, filing, and creating documentsWork with firm management to maintain sufficient levels of office and janitorial supplies, postage, stationery, and conference room refreshments, re-ordering or purchasing as necessaryCoordinate maintenance of office equipment and equipment suppliesKeep copiers and printers stocked with paper and ink cartridgesPrepare agendas for monthly office team meetingsManage and maintain processes in the areas of, but not limited to: client birthdays, gifts and entertainment, progress reviews, wholesaler meetingsType correspondence, reports, and other documentsProcess and manage incoming and outgoing communications (telephone, fax, mail, email) following firm’s compliance policiesPrepare and submit expenses in ConcurMain point of contact for other CAPTRUST employees seeking assistance with ensuring the smooth operation of the branch locationSpecial projects as assignedMinimum Qualifications:College degree preferred, or a minimum of 2 years of relevant experience working with C-suite personnel and/or training, or equivalent combination of education and experienceExcellent written and verbal communication skillsProficient in Concur and SharePoint preferred, but not requiredProficient in MS Office (Word, Excel, Outlook, Power Point)Desired Qualifications/Skills:Impeccable ability to maintain confidentiality and integrity; serve clients with the highest professionalism, and maintain a strong commitment to provide quality servicePrompt and effective follow-up; deadline focusedEnergetic, eager to learn, willing to cooperateSelf-motivated with ability to work both independently, and under direction, to create a positive experience for clients, team members, strategic partners, and vendorsBe a model of hard work, timeliness, positive attitude, support of team, and support of the firm’s values and missionAble to manage and get along with diverse personalitiesExceptional organizational skills; ability to multi-task in a dynamic environmentComfort with being a “team player” and doing whatever is neededMust seek training and keep up-to-date on the latest office programs and procedures to maintain the highest level of competency within the workplaceAbility to handle a high volume of tasks with attention to detail and a high degree of accuracyPossess a high propensity and aptitude for excellent client serviceAbility to identify and offer solutions for improvement across the teamIs an example to others by effectively following all firm standards, practices, and proceduresWHAT can you expect from your career at CAPTRUST?Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s 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.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)Compensation range: $50,000.00 - $62,000.00 annuallyWHERE will you be working?One Liberty Square #1300 | Boston, MA 02109Due to the nature of the role, this is not a remote or work from home position. #LI-OnsiteHOW do we build a world class organization one brick at a time?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 relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/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. #associateThis position will remain open until filled.

Created: 2025-12-04