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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $90,000.00 - $100,000.00
Work Schedule
Standard Hours
Benefits
Company discretionary bonus
Health Insurance
Dental Insurance
vision coverage
401(k) Plan
Life insurance
short-term disability
long-term disability
Paid Time Off
Job Description
CAPTRUST is a leading independent wealth management firm dedicated to serving clients with personalized financial strategies and expert advice. Known for its commitment to high standards and exceptional client service, CAPTRUST fosters a collaborative and inclusive workplace culture that values integrity, innovation, and dedication. With offices located in major cities like Dallas, TX, and Chicago, IL, CAPTRUST supports a diverse team of professionals who prioritize continuous growth and excellence in their respective fields. The company promotes an environment where teamwork thrives, employee development is encouraged, and career longevity is common due to the positive work atmosphere and strong organizational values.<... Show More
Job Requirements
- 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
- Strong proficiency with Microsoft Excel Word and PowerPoint
- Ability to grasp financial investment concepts
Job 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
- Demonstrates leadership qualities including executive presence emotional intelligence guidance vision metrics relationship building
- High standards of professionalism including 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
- 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
Job Duties
- 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
Job Qualifications
Experience
Expert Level (7+ years)
Job Location
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