Office Administrator Jobs in Raleigh, NC at Trust Company of the South

Title: Office Administrator

Company: Trust Company of the South

Location: Raleigh, NC

The Nautical Group is a retained executive search firm partnering with clients to identify and recruit outstanding individuals capable of serving key disciplines at all levels. Our firm has been retained by Trust Company of the South in the search for their next Office Administrator. Established in 1992, Trust Company of the South is an independent trust company with three offices across North Carolina (Charlotte, Greensboro and Raleigh). Through the firm’s focus on premier investment, wealth management and fiduciary services, Trust Company of the South is adept at helping clients simplify their lives by finding solutions to complex problems.

Team Members Live By The Following Ethical PrinciplesTrust Company of the South’s values set the ground rules for everything the firm does.

EXUDE HONESTY AND INTEGRITY: Display consistency, honesty and truthfulness in all actions.

TREAT OTHERS WITH RESPECT: Honor and value the abilities and contributions of others, treating clients and co-workers as we would like to be treated.

COMMITTED TO EXCELLENCE: Seek excellence in everything and strive not just to meet the expectations of our clients, but to exceed them.

HELP FIRST: Committed to one another and to the common goal: to bring out the best of each of us to the benefit of our clients and our firm.

GET IT DONE, EFFICIENTLY: Deliver on promises and obligations to clients and co-workers in a timely and thorough fashion, without taking short-cuts or working around the system.

The Office Administrator for Trust Company of the South will serve as a highly intuitive and dependable partner with the ability to anticipate and proactively address needs with minimal direction. This role will be accountable for complex administrative tasks using sound judgment and will deal independently with a variety of routine and non-routine problems and situations.

Job Responsibilities – Essential Functions

Manage professional scheduling, including agenda, mail, email, calls, travel arrangements, client management, and other company logistics

Coordinate complex scheduling and extensive calendar management, as well as management of content flow and information to clients and others within the organization

Assist with creating, designing, editing, and ordering presentation materials for clients, prospects, and business development events

Perform general office duties, including maintaining office supply inventory and ensuring operation of office equipment

Prepare for, coordinate, and lead bi-monthly Raleigh office staff meetings, including creating meeting agendas and taking notes/minutes as requested

Plan, coordinate and host meetings and events, including site selection, catering and administrative tasks. Provide suggestions to enhance event success

Greet visitors and clients; utilize a concierge approach when dealing with clients, vendors and team members

Prepare and submit monthly expense reports and credit card statements

Serve as the point of contact for all vendors and for property management company

Manage online file organization and document management, including setting up documents for e-signature and maintaining the CRM

Find and implement automation and process improvement; create an effective workflow

Assist with onboarding of new employees by creating and scheduling sessions with each department

Maintain professionalism and strict confidentiality with all materials, and exercise discretion at all times


Bachelor’s d…

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About Trust Company of the South