Administrative Associate – Boerne, TX

May 7, 2022
Boerne, TX
Job Type


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 Administrative Associate provides general office support with a variety of activities and related tasks. The Administrative Associate will be responsible for greeting office guests, answering incoming telephone calls, directing calls to appropriate team members, collaborate cross departmentally, and special projects as needed. This is a full-time permanent position working Monday through Thursday from 8:00 a.m. - 5:00 p.m. and Friday from 8:00am - 4:00pm in our Boerne, TX office location.
Job Responsibilities

  • Greet office guests in a professional, friendly and hospitable manner
  • Answer phone calls with a welcoming and positive demeanor; ensure phone calls are directed to the appropriate team member
  • Type correspondence, reports, and other documents
  • Scan documents for electronic storage; assist with movement of documents into electronic systems
  • Assist in scheduling, calendaring and confirming tasks, activities and appointments
  • Prepare conference rooms for meetings; clean conference rooms after each meeting
  • Maintain orderly and clean lobby, front desk, conference rooms and break room areas
  • Coordinate maintenance of office equipment and equipment supplies
  • Assist with planning and preparation of client events and employee events
  • Perform a variety of administrative duties as assigned

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

  • Associates Degree preferred and a minimum of 2 years of relevant experience and/or training, or equivalent combination of education and experience
  • Excellent phone etiquette, verbal, and written communication skills
  • Proficient in MS Office (Word, Excel, Outlook, Power Point)

Desired Qualifications/Skills

  • Impeccable ability to maintain confidentiality and integrity
  • Serve clients with the highest professionalism, and maintain a strong commitment to provide quality service

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.

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