Institutional Onboarding Associate

Overview

Who are we looking for?

We are seeking a full-time Institutional Onboarding Associate to support the onboarding process for both our new institutional client relationships and our existing clients who have added additional services. This role will be specifically focused on ensuring integrity and timeliness in our data, records, and documentation for our newest clients. The individual must maintain the highest professional and ethical standards, be well-organized, service and detail oriented, and capable of performing under tight deadlines.

Responsibilities

• Support our efforts of delivering exceptional service to our newest client relationships and ensuring their needs are carried out with the highest level of attention and in a timely manner
• Aid in all phases of the onboarding and transition process including but not limited to service contract execution, workflow requests with internal partners, review and completion of documentation, and creation of reports/presentations
• Act as a resource and subject matter expert for institutional contracts, centrally coordinating needed information and approvals
• Maintain data integrity in the internal set-up of new institutional defined contribution clients and plans
• Oversee critical maintenance and audits of system files and records
• Collaborate with other members of the onboarding team to continuously identify risks and opportunities as it pertains to the onboarding of institutional clients and work together and with management to address effectively
• Performs other duties and special projects independently or with the Institutional Client Service and Operations team as required

Qualifications

Minimum Qualifications:

• Experience of at least 2 years working in client services or operations for an organization that provides retirement plan services for 401(k), 403(b), Non-Qualified or Defined Benefit plans
• Proficiency in navigating CRM systems and MS Office Suite
• Proven track record of attention to detail, efficiency, and accuracy in collection and auditing of data

Desired Qualifications/Skills:

• Excellent oral and written communications skills
• Exceptional attention to every detail and a personal ambition to be error-free
• Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
• Positive attitude and a team player
• Self-motivated and able to work well independently AND with others
• Excellent math skills and the ability to grasp financial/investment concepts
• Flexible with changes in priorities and able to handle the pressure of short deadlines
• Strong time-management skills; maintains a personal calendar/task planner system

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. #associate