Administrative Associate, Raleigh Wealth

Raleigh, NC

Balentine is seeking a dynamic individual to serve as the Administrative Associate (AA) on our Raleigh Wealth Team. The AA role is part of a growing and fast-paced team in our Raleigh office. By providing critical support to three relationship managers (RMs), this person plays a significant part in the success and well-being of the organization.

The successful candidate must be technologically savvy, proactive, efficient, and able to display a high level of professionalism and confidentiality at all times.


The ideal candidate will understand that a great attitude and efficiency in technology and task
management will be key drivers for success. We expect this person to, with training, perform the following responsibilities:

Client Meeting Coordination and Preparation
• Meet all specified due dates for preparing and proofing materials for regular and ad hoc meetings,
   including but not limited to the production and binding of account reports and financial planning
   documentation as requested
• Manage coordination of all internal team meetings by seeking attendee input and circulating
   meeting materials ahead of time
• Communicate with clients and Balentine executives to setup all meetings in the requested
• Utilize the Client Meeting Tracker database to track meeting frequency, attendees, preferences
   and materials, and provide necessary information to the RMs
• Prepare and restore conference rooms before and after in-house meetings

Executive Support
• Provide complete administrative support for three of our relationship managers in Atlanta
       • Arranging for all internal meetings, coordinating all logistics such as catering and
          conference room setup and breakdown
       • Coordinating travel needs and blocking off appropriate time on calendars
       • Preparing, printing, and binding any requested meeting materials
       • Storing all materials and notes in accordance with Balentine’s cloud-based filing system
          within Box
       • Complete expense reporting
• Provide task-level project support on an as-needed basis (e.g., mass mailings, binding meeting
• Working closely with the RMs to organize and coordinate any department or client-related events
• Demonstrate in-depth understanding of Balentine technologies by inputting and maintaining
   correct records in Box and Balentine's client relationship management system, Salesforce
• Work with Balentine’s outsourced IT partner to expedite and resolve any technology problems on
   behalf of these executives
• Become cross-trained on other administrative support roles and office coordination, such as
   providing back up to front-line responsibilities:
       • Operate a multi-line telephone console in answering all calls within three rings and
          routing callers to the appropriate party
       • Greet guests in lobby as they arrive, offer a beverage, and notify employees of their
          arrival; provide parking validations and any additional information as guests leave
       • Reset conference rooms and lobby area to prepare for incoming guests
       • Distribute and collect mail and packages


- 2-3 years similar experience

- Proficient knowledge of MS Office Suite, video conferencing technology, and standard office
   administrative practices and procedures

- Bachelor's degree preferred

- Experience with Adobe, Box, Concur and Salesforce a plus


While we acknowledge there can be multiple approaches to a job well-done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position:

Professional and Courteous

• Ability to maintain uncompromising levels of confidentiality
• Ability to interact with all people in a polite manner and positive attitude
• Ability to have a positive impact on the people around you

Emotional Intelligence and Interpersonal Skills

• Ability to read and connect with people and respond accordingly in varying situations
• Ability to recognize own and others’ emotions and use them to create positive interactions

Organized and Productive
• Ability to structure responsibilities, tasks, and project management to eliminate wasted
      time and efforts
• Ability to manage multiple projects and competing priorities without missing deadlines
• Ability to self‐manage, prioritize, and produce quality work in both individually and team

Calm Under Pressure / Unflappable
• Ability to respond calmly and maintain performance standards in a busy office setting
• Ability to maintain high service standards and problem-solve effectively when faced with
       new challenges

Adaptable and Reliable
• Ability to remain unperturbed by changing priorities and conditions
• Ability to shift concentrations throughout the day
• Ability to always arrive on time and prepared


Balentine offers a competitive compensation package including an attractive base salary and benefits.

About Balentine

Balentine LLC is a boutique wealth management firm with $6B of Assets Under Advisement and growing.Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish. Balentine’s culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.


If interested, please send a resume via email to Please include your full name as well as the position title in the subject heading.