WHO are we looking for?

CAPTRUST is seeking an Institutional Operations Associate who will work with client service professionals, investment consultants, and our retirement plan providers to oversee and execute on the firm's institutional client processes. The Associate will be responsible for quarterly institutional reporting and the troubleshooting of reporting errors. This individual will work closely with our institutional performance reporting team to facilitate the update of quarterly asset values and investment positions in our CRM. Additionally, the Associate will evaluate current processes, recommend improvements, document procedures, and educate other CAPTRUST team members on both existing and new procedures. Success in this position requires the ability to thrive in a fast-paced environment, maintain exceptional attention to detail, and demonstrate strong organizational and interpersonal skills. Primary responsibilities may include the following, among others

• Work with teammates to execute the quarterly market value and investment reporting processes within Institutional Operations
• Import quarterly market value data into our Microsoft Dynamics 365-based CRM
• Process workflows to reflect investment changes in our CRM
• Work closely with client service, consulting teams, and retirement plan provider partners
• Drive process improvements by identifying operational inefficiencies and documenting/promoting best practices
• Strengthen data integrity and data health

Minimum Qualifications:

• Bachelors degree or equivalent experience in associated field of study or equivalent combination of training and experience required
• Minimum of 1-2 years experience working in operations, back office, or client service within the financial services industry
• Retirement plan experience preferred

Desired Qualifications/Skills:

• High level of experience with Microsoft office products, specifically Excel
• Knowledge/experience with Power Query is highly desirable
• Experience with Microsoft Dynamics 365 CRM
• Strong organizational skills
• Self-starter that can prioritize and re-prioritize with little supervision
• Good communication skills, especially over the phone and via email
• Detail oriented
• Ability to form strong relationships across the organization and with contacts at vendor partners
• Works well in a team environment

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:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Virgin Pulse wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

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.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #entry