Senior Retirement Operations Associate at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

30 Jun, 26

Salary

0.0

Posted On

01 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Services, Operations, Data Integrity, Attention to Detail, Communication Skills, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Time Management, Problem Solving, Team Collaboration, Training, Contract Drafting, Workflow Management, Financial Concepts, Organizational Skills

Industry

Financial Services

Description

Overview Who are we looking for? We are seeking a full-time Senior Retirement Operations 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 Act as a resource and subject matter expert for institutional contracts, including drafting contracts and centrally coordinating required information and approvals Provide training and ongoing guidance to ensure consistent understanding of institutional contract requirements, processes, and best practices 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 mann 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/presentation Maintain data integrity in the internal set-up of new institutional 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 3 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: 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) 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. 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.

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Responsibilities

The Senior Retirement Operations Associate will support the onboarding process for new institutional clients and ensure data integrity and documentation accuracy. Responsibilities include acting as a subject matter expert on contracts, providing training, and collaborating with the onboarding team.