Executive Assistant Job at CAPTRUST in Phoenix

Overview:

WHO are we looking for?

CAPTRUST is seeking an Executive Assistant. The Executive Assistant will be responsible for high-level administrative support for the firm including, but not limited to, C-suite level executives and financial advisors. 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, ability to prioritize efficiently, and strong organizational skills while multitasking are also a must. The ideal candidate is exceptionally polished, professional, and driven. This is an in-office position. Primary responsibilities may include the following, among others:

Responsibilities:

• Provide high-level administrative support and personal assistant duties for C-suite level executives, advisors, and department managers
• Manage high volume of multiple calendars and schedule meetings and appointments for executives, advisors, department managers, and external stakeholders. This includes scheduling and logistical coordination with facilities, security, IT, and caterers when needed
• Arrange complex and detailed travel plans and itineraries for business travel; manage and reconcile expense reports
• Possible travel to assist executives
• Answer telephone, route calls, and 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, and filing, as well as handling office and personal errands
• Process and manage incoming and outgoing communications (fax, retrieve mail daily (open, distribute and electronic scanning), retrieve and sign for packages, receive and correspond via email following firms compliance policies
• Assist with planning and preparation of client and employee events
• 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 (cover front desk or other tasks as needed)
• Communicate effectively with internal team members, positively and professionally
• Perform other duties and special projects as assigned

Qualifications:

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

Desired Qualifications/Skills:

• Financial services background preferred but not required
• Excellent written and verbal communication skills
• Proficient computer skills including Microsoft Office Suite
• Proficient in Concur and SharePoint preferred, but not required

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 place 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.

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Virgin Pulse wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

2375 E Camelback Rd #700 | Phoenix, AZ 85016

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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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.

CAPTRUST is committed to providing 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. #mid-senior