WHO are we looking for?

CAPTRUST is seeking an Operations Associate, who will play a vital role in supporting a range of client service functions. This position involves managing scheduling and marketing platforms, maintaining and utilizing the CRM system, and ensuring timely and effective communication with client employees. As a collaborative team member, the Operations Associate will coordinate schedules across multiple stakeholders to ensure seamless execution of engagements.

• Scheduling Oversight, Coordination, and Fulfillment: Operate various aspects of our scheduling software, Calendly, to efficiently organize and streamline appointments and events, ensuring optimal time management for the team
• Comprehensive CRM Management: Actively work within our CRM system to perform advanced searches, export and input data, assist in training team members, and accurately upload fund-related information to maintain a robust client database
• Client Data Management: Manage and update client information in our CRM and file systems, ensuring all data is current, precise, and accessible
• Email Communication Coordination: Facilitate the timely uploading and management of email files to guarantee effective communication delivery to our clients’ employees, enhancing our engagement and outreach efforts
• Special Projects: Perform other duties and special projects independently or as part of a team as required

Minimum Qualifications:

• Bachelors degree or equivalent experience in associated field of study or equivalent combination of training and experience required

Desired Qualifications/Skills:

• Strong analytical skills
• Proficiency Microsoft Office Suite, specifically Excel and Excel functions
• Strong proven track record of attention to detail, efficiency, and accuracy in collection and auditing of data
• Good communication skills especially over the phone and via email
• Able to thrive in a fast-paced, frequently changing, and growing environment
• Ability to form strong relationships across the organization and with contacts at provider partners
• Effective collaboration skills within 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 + 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

This position will remain open until filled.