CAPTRUST At Work Operations Associate

CAPTRUST; Raleigh (NC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental & vision insurance

401(k) with company match

Paid time off

Job summary

CAPTRUST is seeking an Operations Associate to support client services by coordinating schedules and managing CRM data. You will ensure timely communication and accurate data across multiple groups, while contributing to training and process improvements.

The role requires a Bachelor's degree and strong analytical, Excel, and communication skills. This on-site position in Raleigh emphasizes collaboration, precision, and the ability to adapt in a growing environment.

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong analytical and data skills with attention to detail.
• Excellent written and verbal communication, especially by phone/email.
• Ability to thrive in a fast-paced, changing environment.
• Proven ability to build relationships across teams.

Responsibilities

• Operate scheduling software (Calendly) to organize appointments and events.
• Manage CRM data, perform searches, exports, and data input; assist in training.
• Update client information and ensure data accuracy across files and systems.
• Coordinate training on Calendly best practices across groups.
• Perform special projects as needed.

Skills

Analytical skills

Excel proficiency

Attention to detail

Communication

Adaptability

Collaboration

Education

Bachelor's degree

Tools

Microsoft Office Suite

Excel

Job description

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 colleagues across many different groups. As a collaborative team member, the Operations Associate will coordinate schedules across multiple stakeholders to ensure seamless execution of engagements. The internal title is intended to be Associate | CAPTRUST at Work.

Responsibilities

• 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. This includes Calendly data analysis, research, and critical problem solving skills to ensure proper functionality for various stakeholders.
• Education and Training on Calendly Best Practices: Facilitate the training of colleagues on processes, best practices, and expectations for consistent use of the product. Communicate and coordinate training across different groups.
• Special Projects: Perform other duties and special projects independently or as part of a team as required.

Qualifications

Minimum Qualifications:

• Bachelor's 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:

• 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.

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 challenge
• 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.