Defined Contribution Associate

Overview

WHO are we looking for?

CAPTRUST is seeking a Defined Contribution Associate will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment-related projects and deliverables for prospective and existing clients. The Defined Contribution Associate will also assist with internal Defined Contribution projects and initiatives. Additionally, the Defined Contribution Associates will assist with identifying ways to create and document process efficiencies to improve client deliverables and client experience. 

Responsibilities

• Work with our financial advisors, client services, and occasionally directly with firm clients to:
  • Scope/fulfill investment-related projects and deliverables for defined contribution prospects and clients
  • Manage projects and deadlines with the Defined Contribution team and review deliverables for completeness and accuracy before providing to client services/advisors
• Assist with defined contribution or firm-level strategic projects; collaborate intra- and interdepartmentally
• Identify and focus on opportunities to enhance or improve the efficiency of team deliverables/operations
• Assist with due diligence and coverage for defined contribution-related investments/programs
• Assist with asset class, industry, and economic research related to defined contribution
• May perform other duties as assigned

Qualifications

Minimum Qualifications: 

• Completion of a four-year college degree – Business Administration, Finance, Economics, or Accounting preferred

Desired Qualifications/Skills: 

• Strong communication skills, both written and verbal
• Collaborative and team-oriented
• Strong attention to detail 
• Ability to manage multiple assignments, set priorities, and adapt to changing assignments
• Significant experience with Microsoft products, especially Excel, PowerPoint, and PowerBI 

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 a 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:

• Company discretionary bonus
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)s

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, however there is flexibility.

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. 

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate

This position will remain open until filled.