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Administrative and Accounting Assistant – Trinity Capital Advisors
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Administrative and Accounting Assistant – Trinity Capital Advisors

Administrative and Accounting Assistant – Trinity Capital Advisors

Trinity Capital Advisors focuses on the acquisition and development of institutional-quality commercial real estate in the southeastern United States. The firm has invested more than $3 billion acquiring and developing more than 21 million square feet of the most successful workplace real estate projects in North Carolina, South Carolina, Tennessee, and Florida, including CBD office towers, industrial portfolios, suburban office parks, and mixed-use developments. Investments are capitalized through various Trinity Capital investment vehicles and partnerships with some of the country’s top institutional investors.

Trinity Capital Advisors is seeking a highly motivated, engaged, and collaborative administrative professional to support our team. The ideal candidate is an excellent communicator with a keen eye for detail who can quickly learn our business and has a passion for providing exceptional customer service.


This position is responsible for the daily administration of Trinity Capital Advisors and provides support for all accounting functions. Responsibilities include, but are not limited to:

Conduct various administrative tasks to include electronic filing, drafting letters, mass mailings, scanning, securing necessary signatures, etc.
Demonstrate discretion and good judgement when handling confidential and sensitive information.
Assist with investor reporting to include drafting letters, mailing investor reports and maintain ongoing correspondence.
Execute a high volume of work, including diverse confidential projects, in a timely manner.
Assist with invoice tracking and monthly draws.
Gather and reconcile corporate credit card receipts and statements.
Organize travel arrangements and assist with expense report management for TCA partners and key employees.
Assist with opening bank accounts and gathering required documents for new loans.
Schedule meetings and document meeting discussions as requested.
Track receipts of monthly financial packages and properly record.
Assist with closings, gather signatures, file documents appropriately and track closing binder receipt.
Assist with entity set-up and dissolutions as required.
Assist with reorganization and ongoing maintenance of server files.
Assist with related marketing tasks, file manipulation requests, troubleshooting technology and formatting issues, and manage main office phone line.
Manage small projects and provide ongoing administrative support to team as needed.


2+ years of professional administrative experience.
Excellent organizational skills with attention to detail, a high-level of accuracy, and ability to meet deadlines.
Associate degree highly valued.
Strong analytical aptitude.
Proven ability to work accurately in a fast-paced environment, individually and within a team setting.
Ability to multitask and prioritize assignments while consistently delivering high quality work product.
Exemplary customer service and communication skills are necessary to assist the team’s efforts in servicing our clients.
Technologically savvy with advanced proficiency in Microsoft Office products, primarily Excel.