Executive Assistant

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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
The Executive Assistant to the CEO will be responsible for high-level administrative support for the firm including, but not limited to, C-Suite executives. This dynamic role requires the ability to think critically, anticipate needs, and offer solutions to problems with a high level of professionalism and confidentiality. A meticulous attention to detail and strong organizational skills while multi-tasking and the ability to prioritize efficiently are also a must. The ideal candidate is exceptionally polished, professional, and a go-getter.
Job Responsibilities

• Provide high level administrative support and personal assistant duties for CEO, C-Suite executives, and department managers
• Proofread and distribute firm wide meeting notes from CEO
• Answer telephone, route calls, take and distribute messages appropriately
• Prepare conference rooms for meetings, clean and sanitize conference rooms after meetings
• Greet clients and visitors with courtesy and enthusiasm
• Provide general office support including copying, faxing, filing, office, and personal errands
• Process and manage incoming and outgoing communications (fax, mail, packages, and email) following firm's compliance policies
• Assist with planning and preparation of client events and employee events
• Manage calendars, schedule meetings and appointments, including authorization and logistical coordination with facilities, security, IT, and caterers
• Arrange complex and detailed travel plans and itineraries for business travel; manage and reconcile expense reports
• Manage a high volume of tasks with keen attention to detail and a high degree of accuracy
• Serve as a back-up to additional administrative professionals as needed (cover front desk or other tasks as needed)
• Communicate effectively with internal team members, positively and professionally
• Possible travel to assist CEO, executives, and direct manager
• Perform other duties and special projects as assigned
• Based on business need, this role is to be performed on-site, this is not a remote or hybrid work from home role
  

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
• Has 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
• Possess a strong desire to give back to our communities and enrich the lives of those around us
• Emulates an other's centered mindset
• Applies integrity through maintaining objectivity
  

Minimum Qualifications

• College degree preferred or a minimum of 7-10 years of relevant experience working with C-Suite personnel and/or training, or equivalent combination of education and experience
• Excellent written and verbal communication skills
• Proficient computer skills including Microsoft Office Suite
  

Desired Qualifications/Skills

• Strong organizational skills with ability to prioritize and manage multiple tasks
• Impeccable ability to maintain confidentiality and integrity
• Energetic, eager to learn, willing to corporate
• Self-motived with the ability to work both independently and under direction
• Comfort with being a "team player" and doing whatever is needed, big or small
• Financial Services background preferred but not required
  

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.