Overview. WHO are we looking for. . CAPTRUST is seeking a. Senior Payroll Associate. who will be responsible for all payroll functions. Excellent organizational skills with an eye for accuracy are important qualifications for this position, as well as the ability to thrive in a changing work environment. The ideal candidate for this position has deep analytical skills, the ability to handle high workload times, is reliable and is committed to alw...
Overview. WHO are we looking for. . CAPTRUST is seeking an. Accounting Associate. to join our finance team to assist with financial reporting, month-end close process, and technical accounting analysis. As part of the Finance Team, this individual will be responsible for preparing the year-end audited financial statements and footnotes and improving existing processes. Further, this individual will assist with maintaining accounting policies and ...
WHO are we looking for. CAPTRUST is seeking a. Senior Administrative Associate. will be responsible for high-level administrative support for the firm. This role will be responsible for greeting office guests, answering incoming telephone calls, directing calls to appropriate team members, and other duties as needed. This dynamic role requires the ability to think critically, anticipate needs, and offer solutions to problems with a high level of ...
Overview. WHO are we looking for. . . CAPTRUST is seeking a. Corporate Counsel. with relevant experience in litigation and arbitration. The ideal candidate will have experience handling litigation related to investment advisory and/or ERISA matters. A successful candidate will have a practical, business-oriented approach to problem solving while mitigating legal risks for the company. The role will include responsibility to coordinate matters wit...
Overview. WHO are we looking for. . . CAPTRUST is seeking a. Corporate Counsel. with relevant experience in litigation and arbitration. The ideal candidate will have experience handling litigation related to investment advisory and/or ERISA matters. A successful candidate will have a practical, business-oriented approach to problem solving while mitigating legal risks for the company. The role will include responsibility to coordinate matters wit...
Overview. WHO are we looking for. . CAPTRUST is seeking an. Accounting Associate. to join our finance team to assist with financial reporting, month-end close process, and technical accounting analysis. As part of the Finance Team, this individual will be responsible for preparing the year-end audited financial statements and footnotes and improving existing processes. Further, this individual will assist with maintaining accounting policies and ...
Who Are We Looking For. Are you ready to make a meaningful impact in the financial services industry. As an. Endowment and Foundations Advisor. your clients will include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and non-qualified plans. We focus on the “mid-market" with assets between $5 million and $250 million. Responsibilities. Develop Client Relationships: Secure at least $150,000 in new contracted r...
WHO are we looking for. CAPTRUST is seeking an. Administrative Associate. who will provide general office support with a variety of activities and related tasks. Excellent communication skills and the ability to develop positive, ongoing relationships with clients and colleagues are a must. This person must be detail oriented, well-organized, able to efficiently multi-task, and have strong prioritization skills. Responsibilities. Greet clients an...
WHO are we looking for. Responsibilities. CAPTRUST is seeking a. Wealth Client Management Associate. who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also rec...
WHO are we looking for. . The Advisor Group is in search of a. Business Development Analyst. to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Analyst will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests. The...
WHO are we looking for. . The Advisor Group is in search of a. Business Development Analyst. to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Analyst will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests. The...
WHO are we looking for. . The Advisor Group is in search of a. Business Development Analyst. to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Analyst will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests. The...
