WHO are we looking for?

CAPTRUST is seeking a Senior Finance Associate to join the Wealth Finance Team to support billing and accounts receivables for CAPTRUST’s rapidly growing wealth client base. As part of the Wealth Finance Team, you will work with a group of highly motivated problem solvers, with support for your professional growth within this team. As an associate, you will be heavily involved in daily communications with Financial Advisors and Client Management Consultants to manage billing for their clients. You will also provide support with data analysis, using various reports in excel to ensure accuracy in billing setup. The ideal candidate will be comfortable working with all levels of employees, motivated to grow in their role with the company, can multi-task, and is comfortable using excel. Additionally, the associate will have the unique opportunity to provide ideas for process improvement that will directly impact the team’s efficiency.  He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines.

• Assist with Billing Process for Wealth Clients: Support the billing operations, ensuring accuracy and timeliness for our wealth clients
• New Client Setup: Facilitate the onboarding of new clients into the billing platform and ensure accurate metrics integration within our CRM
• Monthly Reconciliation: Oversee the monthly reconciliation of all new business, providing detailed reports to the Senior Team
• Solicitor Agreements Management: Assist in managing solicitor agreements and related processes
• Quarterly Financial Analysis: Contribute to quarterly financial analysis tasks, focusing on data analysis
• Accounts Receivable Processing: Help process client receipts and post them to our accounts receivable system, including cash reconciliation
• Aged Receivables Management: Oversee the management of aged receivables, collaborating closely with our Financial Advisors
• Project Assistance: Provide support for various project work as needed

• Bachelor’s degree in Accounting/Finance or equivalent combination of training and experience required
• 3 to 5 Years experience in similar role preferred

Desired Qualifications/Skills:

• Advanced Microsoft skills specifically Excel/PowerPoint
• Strong organizational skills
• Self-starter and can prioritize and re-prioritize with little supervision
• Detail oriented
• Works well in a team environment with strong interpersonal skills

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 + Personify 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. #associate