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 or Chicago, IL office location. Primary responsibilities may include the following, among others:ResponsibilitiesManage, lead, and train a large team of regional and home office Administrative Professionals, ensuring adequate support for all clients, Executives, Financial Advisors, and prospectsConduct one-on-one sessions with team members and write and deliver performance appraisals annuallyDemonstrate strong strategic thinking and effective conflict resolution skillsPeriodic travel to regional offices for training and supportManage all personnel and HR related issuesManage Hospitality Associates and ensure all events are properly planned and executeOversee all expenses for Admins, Executives, and Financial AdvisorsHandle any critical issues that arise in relation to events, scheduling, phone coverage, and mailManage timecard approvals and PTO requestsCollaborate with other departments to ensure alignment and supportPerform other duties and special projects, as requiredQualificationsMinimum Qualifications:Minimum 3 years' experience in a Team Leader or Manager capacity7-10 years of relevant experience working with C-Suite personnel and/or training, or equivalent combination of education and experienceDesired Qualifications/SkillsDemonstrates 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 skillsPrioritization skills; ability to manage many time-sensitive tasks simultaneouslyExtremely organized; enjoys keeping accurate and detailed documentationRequired: Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functionsExperience with Concur and ADP applications is preferredEnergized by change and able to think “out-of-the-box” regarding process improvement, compliance adherence, and expense managementAbility to grasp financial/investment conceptsWHAT 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)WHERE will you be working?4208 Six Forks Rd #1700 | Raleigh, NC 27609or1 Liberty Square #1300 | Boston, MA 02109or5005 LBJ Freeway #1313 | Dallas, TX 75244Due to the nature of the role, this is not a remote or work from home position.HOW 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 StatementAt 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. #mid-seniorThis position will remain open until filled.