layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Wealth Operations Associate II at CAPTRUST | LAYIQ

Completion of a four-year college degree or equivalent experience in the following areas (but not limited to): Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or Economics, or equivalent years of experience
2-3 years’ experience working in operations, back office, or client service within the financial services industry
Understanding the general purpose and types of common investment accounts
Working knowledge of custodian paperwork and investment advisory contracts
Technical proficiency in navigating CRM system and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Desired Qualifications/Skills: Demonstrates understanding of operational workflows and the downstream impacts of actions on account processing, client experience, and internal teams
Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
Flexibility to handle changing priorities, pressure, and short deadlines
Proactive in task follow-up, stays ahead of deadlines, excellent time-management skills
Demonstrates ability to efficiently manage assigned work using task and case queues in CRM system
Positive attitude and a team player
Ability to quickly learn new technology, systems, and processes
Self-motivated; ability to work well independently and with others
Analytical thinker and problem solver
Experience inputting or processing data in various systems with the ability to quickly grasp financial and investment concepts
Energized by change and ability to think "outside the box" regarding process improvement
A high standard of professionalism
Exceptional written and verbal communication skills
Notable attention to detail
Ability to navigate spreadsheets using formulas
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?
2375 E Camelback Rd # 700 | Phoenix, AZ 85016
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.

Completion of a four-year college degree or equivalent experience in the following areas (but not limited to): Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or Economics, or equivalent years of experience
2-3 years’ experience working in operations, back office, or client service within the financial services industry
Understanding the general purpose and types of common investment accounts
Working knowledge of custodian paperwork and investment advisory contracts
Technical proficiency in navigating CRM system and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Desired Qualifications/Skills: Demonstrates understanding of operational workflows and the downstream impacts of actions on account processing, client experience, and internal teams
Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
Flexibility to handle changing priorities, pressure, and short deadlines
Proactive in task follow-up, stays ahead of deadlines, excellent time-management skills
Demonstrates ability to efficiently manage assigned work using task and case queues in CRM system
Positive attitude and a team player
Ability to quickly learn new technology, systems, and processes
Self-motivated; ability to work well independently and with others
Analytical thinker and problem solver
Experience inputting or processing data in various systems with the ability to quickly grasp financial and investment concepts
Energized by change and ability to think "outside the box" regarding process improvement
A high standard of professionalism
Exceptional written and verbal communication skills
Notable attention to detail
Ability to navigate spreadsheets using formulas
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?
2375 E Camelback Rd # 700 | Phoenix, AZ 85016
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.

Wealth Operations Associate II

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Minimum Qualifications:

Responsibilities

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