Senior Administrative Assistant

Overview: WHO are we looking for?

CAPTRUST is seeking a *Senior Administrative Assistant*in our Brentwood, TN location. This individual will be responsible for high-level administrative support for the firm. This role will be responsible for greeting office guests, answering incoming telephone calls, directing calls to appropriate team members, caring for office employee needs, maintaining supply room and kitchen stock, maintaining basic cleanliness, interacting with vendors, managing office equipment, and other duties as needed. 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 and strong organizational skills while multi-tasking are also a must. Responsibilities: * Greet clients and visitors with courtesy and enthusiasm * Answer phone calls with a welcoming and positive demeanor; ensure phone calls are redirected to the appropriate team member * Process and manage incoming and outgoing communications (telephone, fax, mail, email) following firm’s compliance policies * Manage calendars, schedule meetings, activities, and appointments, including authorization and logistical coordination with facilities, security, and caterers * Arrange travel, hotels, and transportation * Manage contact management database, including updating and adding contact information as necessary and managing various workflows relating to prospects, referrals, COIs, clients * Manage and maintain processes in the areas of but not limited to client birthdays, gifts and entertainment, progress reviews, wholesaler meetings * Scan documents for electronic storage; assist with movement of documents into electronic systems (Compliance, Cap Connect) * Prepare conference rooms for meetings, clean conference rooms after meetings * Maintain orderly and clean lobby, front desk, conference rooms and breakroom * Work with firm management to maint...