Nonqualified Plan Intern bei CAPTRUST

WHO are we looking for?

CAPTRUST is seeking a Nonqualified Plan Intern to join our team in a support capacity. This role is ideal for someone eager to learn and contribute to a dynamic environment focused on delivering exceptional service to our Financial Advisors, Client Services professionals. As a Nonqualified Plan Intern, you will assist with a variety of projects and deliverables for both prospective and existing non-qualified plan clients. You’ll also support internal initiatives aimed at enhancing operational efficiency and improving the overall client experience.

• Prepare non-qualified plan deliverables in response to advisor and advisor team requests
• Support strategic business initiatives, including the creation of marketing collateral and participation in system enhancements and projects; collaborate effectively across departments
• Scope and execute custom deliverables, such as analytics, investment comparisons, insurance evaluations, and educational resources
• Proactively identify challenges and independently design innovative, scalable solutions to improve processes and outcomes

Minimum Qualifications:

• Actively pursuing a four-year or graduate degree in Business Administration, Statistics, Economics, Finance
• Prior experience preferred; previous experience in the investment industry is a plus

Desired Qualifications/Skills:

• Strong proficiency in Microsoft Office, especially Microsoft Excel
• Exceptional oral and written communications skills
• A high standard of professionalism (dress, manners, conduct)
• Proactive and meets deadlines

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. Compensation range is $17.00 per hour.

WHERE will you be working?

4208 Six Forks Road #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

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
• Has 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
• Possess a strong desire to give back to our communities and enrich the lives of those around us
• Emulates an other’s centered mindset
•  Applies integrity through maintaining objectivity

EEO/Diversity Disclaimer:

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 provide 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. #internship