Administrative Professionals Team Lead at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

100000.0

Posted On

05 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Coaching, Leadership, Strategic Thinking, Conflict Resolution, Personnel Management, HR Issues Management, Event Planning, Expense Management, Timecard Approvals, PTO Requests, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Concur, ADP, Process Improvement

Industry

Financial Services

Description

Overview 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: Responsibilities 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 execute 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 Qualifications Minimum 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 Desired Qualifications/Skills: Demonstrates 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 skills Prioritization skills; ability to manage many time-sensitive tasks simultaneously Extremely organized; enjoys keeping accurate and detailed documentation Required: 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 WHAT 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 (depending on location and experience): in Chicago, IL: $90,000 - $100,000.00 WHERE will you be working? 71 South Wacker Dr #3490 | Chicago, IL 60606 or 5005 LBJ Freeway #1313 | Dallas, TX 75244 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite 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 relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information 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 Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity 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. 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-senior This position will remain open until filled.

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Responsibilities

The Team Lead will manage, lead, and train a large team of Administrative Professionals, ensuring adequate support for clients, executives, advisors, and prospects. Key duties include conducting one-on-one sessions, writing performance appraisals, managing personnel/HR issues, overseeing event planning, and handling expense management.