Employer job description

From CAPTRUST's posting. “We” and “our” refer to the employer.

Overview

WHO are we looking for?

CAPTRUST is seeking an Administrative Assistant who will provide general office support with a variety of activities and related tasks in our Dallas office. This individual should have excellent communication skills and the ability to develop positive, ongoing relationships with clients and colleagues are a must. This person must be detail oriented, well-organized, able to efficiently multi-task, and have strong prioritization skills.

Responsibilities

Greet clients and visitors with courtesy and enthusiasm
Answer a high volume of phone calls with a welcoming and positive demeanor; ensure phone calls are redirected to the appropriate team member
Scan documents for electronic storage; assist with movement of documents into electronic systems (Compliance)
Assist in scheduling, confirming tasks, activities, and appointments
Prepare and clean conference rooms for meetings
Maintain orderly and clean lobby, front desk, conference rooms, and breakroom
Provide general office support including copying, faxing, filing, and creating documents
Work with firm management to maintain sufficient levels of office and janitorial supplies, postage, stationery, and conference room refreshments, re-ordering or purchasing as necessary
Coordinate maintenance of office equipment and equipment supplies
Keep copiers and printers stocked with paper and ink cartridges
Prepare agendas for monthly office team meetings
Manage and maintain processes in the areas of, but not limited to: client birthdays, gifts and entertainment, progress reviews, wholesaler meetings
Type correspondence, reports, and other documents
Process and manage incoming and outgoing communications (telephone, fax, mail, email) following firm’s compliance policies
Prepare and submit expenses in Concur
Main point of contact for other CAPTRUST employees seeking assistance with ensuring the smooth operation of the branch location
Special projects as assigned

Qualifications

Minimum Qualifications:

College degree preferred, or a minimum of 2 years of relevant experience and/or training, or equivalent combination of education and experience
Excellent written and verbal communication skills
Proficient in Concur and SharePoint preferred, but not required
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
Prompt and effective follow-up; deadline focused
Energetic, eager to learn, willing to cooperate
Self-motivated with ability to work both independently, and under direction, to create a positive experience for clients, team members, strategic partners, and vendors
Be a model of hard work, timeliness, positive attitude, support of team, and support of the firm’s values and mission
Able to manage and get along with diverse personalities
Exceptional organizational skills; ability to multi-task in a dynamic environment
Comfort with being a “team player” and doing whatever is needed
Must seek training and keep up-to-date on the latest office programs and procedures to maintain the highest level of competency within the workplace
Ability to handle a high volume of tasks with attention to detail and a high degree of accuracy
Possess a high propensity and aptitude for excellent client service
Ability to identify and offer solutions for improvement across the team
Is an example to others by effectively following all firm standards, practices, and procedures
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)
WHERE will you be working?
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.#associate
This position will remain open until filled.

Responsibilities

Greet clients and visitors with courtesy and enthusiasm
Answer a high volume of phone calls with a welcoming and positive demeanor; ensure phone calls are redirected to the appropriate team member
Scan documents for electronic storage; assist with movement of documents into electronic systems (Compliance)
Assist in scheduling, confirming tasks, activities, and appointments
Prepare and clean conference rooms for meetings
Maintain orderly and clean lobby, front desk, conference rooms, and breakroom
Provide general office support including copying, faxing, filing, and creating documents
Work with firm management to maintain sufficient levels of office and janitorial supplies, postage, stationery, and conference room refreshments, re-ordering or purchasing as necessary
Coordinate maintenance of office equipment and equipment supplies
Keep copiers and printers stocked with paper and ink cartridges
Prepare agendas for monthly office team meetings
Manage and maintain processes in the areas of, but not limited to: client birthdays, gifts and entertainment, progress reviews, wholesaler meetings
Type correspondence, reports, and other documents
Process and manage incoming and outgoing communications (telephone, fax, mail, email) following firm’s compliance policies
Prepare and submit expenses in Concur
Main point of contact for other CAPTRUST employees seeking assistance with ensuring the smooth operation of the branch location
Special projects as assigned

Qualifications

Minimum Qualifications:

College degree preferred, or a minimum of 2 years of relevant experience and/or training, or equivalent combination of education and experience
Excellent written and verbal communication skills
Proficient in Concur and SharePoint preferred, but not required
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
Prompt and effective follow-up; deadline focused
Energetic, eager to learn, willing to cooperate
Self-motivated with ability to work both independently, and under direction, to create a positive experience for clients, team members, strategic partners, and vendors
Be a model of hard work, timeliness, positive attitude, support of team, and support of the firm’s values and mission
Able to manage and get along with diverse personalities
Exceptional organizational skills; ability to multi-task in a dynamic environment
Comfort with being a “team player” and doing whatever is needed
Must seek training and keep up-to-date on the latest office programs and procedures to maintain the highest level of competency within the workplace
Ability to handle a high volume of tasks with attention to detail and a high degree of accuracy
Possess a high propensity and aptitude for excellent client service
Ability to identify and offer solutions for improvement across the team
Is an example to others by effectively following all firm standards, practices, and procedures
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)
WHERE will you be working?
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.#associate
This position will remain open until filled.

About this listing

LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.

View original posting Report an issueEmployer correction or removal

Employer posted: 2026-10-15

Listing check

Employer posted: Oct 15, 2026 · 5 days ago
Status: Listed as a current opening
Apply goes to: talent.captrust.com, the employer's own site

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Before you apply

Employer job description

From CAPTRUST's posting. “We” and “our” refer to the employer.

Overview

WHO are we looking for?

Responsibilities

Greet clients and visitors with courtesy and enthusiasm
Answer a high volume of phone calls with a welcoming and positive demeanor; ensure phone calls are redirected to the appropriate team member
Scan documents for electronic storage; assist with movement of documents into electronic systems (Compliance)
Assist in scheduling, confirming tasks, activities, and appointments
Prepare and clean conference rooms for meetings
Maintain orderly and clean lobby, front desk, conference rooms, and breakroom
Provide general office support including copying, faxing, filing, and creating documents
Work with firm management to maintain sufficient levels of office and janitorial supplies, postage, stationery, and conference room refreshments, re-ordering or purchasing as necessary
Coordinate maintenance of office equipment and equipment supplies
Keep copiers and printers stocked with paper and ink cartridges
Prepare agendas for monthly office team meetings
Manage and maintain processes in the areas of, but not limited to: client birthdays, gifts and entertainment, progress reviews, wholesaler meetings
Type correspondence, reports, and other documents
Process and manage incoming and outgoing communications (telephone, fax, mail, email) following firm’s compliance policies
Prepare and submit expenses in Concur
Main point of contact for other CAPTRUST employees seeking assistance with ensuring the smooth operation of the branch location
Special projects as assigned

Qualifications

Minimum Qualifications:

College degree preferred, or a minimum of 2 years of relevant experience and/or training, or equivalent combination of education and experience
Excellent written and verbal communication skills
Proficient in Concur and SharePoint preferred, but not required
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
Prompt and effective follow-up; deadline focused
Energetic, eager to learn, willing to cooperate
Self-motivated with ability to work both independently, and under direction, to create a positive experience for clients, team members, strategic partners, and vendors
Be a model of hard work, timeliness, positive attitude, support of team, and support of the firm’s values and mission
Able to manage and get along with diverse personalities
Exceptional organizational skills; ability to multi-task in a dynamic environment
Comfort with being a “team player” and doing whatever is needed
Must seek training and keep up-to-date on the latest office programs and procedures to maintain the highest level of competency within the workplace
Ability to handle a high volume of tasks with attention to detail and a high degree of accuracy
Possess a high propensity and aptitude for excellent client service
Ability to identify and offer solutions for improvement across the team
Is an example to others by effectively following all firm standards, practices, and procedures
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)
WHERE will you be working?
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.#associate
This position will remain open until filled.

Responsibilities

Greet clients and visitors with courtesy and enthusiasm
Answer a high volume of phone calls with a welcoming and positive demeanor; ensure phone calls are redirected to the appropriate team member
Scan documents for electronic storage; assist with movement of documents into electronic systems (Compliance)
Assist in scheduling, confirming tasks, activities, and appointments
Prepare and clean conference rooms for meetings
Maintain orderly and clean lobby, front desk, conference rooms, and breakroom
Provide general office support including copying, faxing, filing, and creating documents
Work with firm management to maintain sufficient levels of office and janitorial supplies, postage, stationery, and conference room refreshments, re-ordering or purchasing as necessary
Coordinate maintenance of office equipment and equipment supplies
Keep copiers and printers stocked with paper and ink cartridges
Prepare agendas for monthly office team meetings
Manage and maintain processes in the areas of, but not limited to: client birthdays, gifts and entertainment, progress reviews, wholesaler meetings
Type correspondence, reports, and other documents
Process and manage incoming and outgoing communications (telephone, fax, mail, email) following firm’s compliance policies
Prepare and submit expenses in Concur
Main point of contact for other CAPTRUST employees seeking assistance with ensuring the smooth operation of the branch location
Special projects as assigned

Qualifications

Minimum Qualifications:

College degree preferred, or a minimum of 2 years of relevant experience and/or training, or equivalent combination of education and experience
Excellent written and verbal communication skills
Proficient in Concur and SharePoint preferred, but not required
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
Prompt and effective follow-up; deadline focused
Energetic, eager to learn, willing to cooperate
Self-motivated with ability to work both independently, and under direction, to create a positive experience for clients, team members, strategic partners, and vendors
Be a model of hard work, timeliness, positive attitude, support of team, and support of the firm’s values and mission
Able to manage and get along with diverse personalities
Exceptional organizational skills; ability to multi-task in a dynamic environment
Comfort with being a “team player” and doing whatever is needed
Must seek training and keep up-to-date on the latest office programs and procedures to maintain the highest level of competency within the workplace
Ability to handle a high volume of tasks with attention to detail and a high degree of accuracy
Possess a high propensity and aptitude for excellent client service
Ability to identify and offer solutions for improvement across the team
Is an example to others by effectively following all firm standards, practices, and procedures
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)
WHERE will you be working?
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.#associate
This position will remain open until filled.

About this listing

LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.