On-site
Overview WHO are we looking for? CAPTRUST is seeking a Accounts Receivable & Billing Associate to support the Institutional Finance function through accurate client setup, billing coordination, reporting, revenue close a…
Skills: Accounts Receivable, Billing Coordination, Revenue Close, Audit Support, Microsoft Excel
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Senior Administrative Assistant who will be responsible for high-level administrative support for the firm. This role involves greeting office guests, answering and …
Skills: Calendar Management, Travel Coordination, CRM Systems, Microsoft Teams, Microsoft Word
On-site
$60k–$70k/yr
Overview WHO are we looking for? CAPTRUST is seeking an Institutional Client Management Associate II who will support the Service Team to serve and retain institutional client relationships. These relationships may consi…
Skills: Client Relationship Management, Financial Reporting, CRM Proficiency, Microsoft Excel, Microsoft PowerPoint
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Defined Contribution Specialist, who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill inv…
Skills: Defined Contribution Plans, Project Management, ERISA Guidelines, Investment Research, Due Diligence
Hybrid
$100k–$130k/yr
Overview Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST! Who Are We Looking For? Are you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engaging Financial Adv…
Skills: Institutional Consulting, Fiduciary Advice, Client Relationship Management, Financial Planning, Direct Selling
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Con…
Skills: Client Relationship Management, Financial Services, Microsoft Office Suite, PDF Editor, Financial Analysis
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Financial Planning Specialist who will deliver high-level customer service to clients to the firm. A competitive salary is offered for this role as well as expanding…
Skills: Financial Planning, Client Service, Portfolio Rebalancing, Microsoft Excel, Investment Performance Analysis
On-site
Overview WHO are we looking for? CAPTRUST is seeking a detail-oriented and motivated Product Specialist to support advisor productivity tools, with a primary focus on our AI-native meeting assistant. This role will work …
Skills: AI Tool Administration, Product Management, Vendor Management, Business Analysis, CRM Configuration
On-site
Overview CAPTRUST is seeking a Director of AI Enablement to lead the adoption and scaling of artificial intelligence across the firm. This role is responsible for translating AI into measurable business outcomes by impro…
Skills: AI Strategy, Enterprise AI Deployment, Stakeholder Management, Change Leadership, Product Management
On-site
$125k–$150k/yr
Overview WHO we are looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, c…
Skills: Financial Planning, Wealth Management, Retirement Planning, Investment Strategy, Tax Planning
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Senior Administrative Assistant in our Brentwood, TN location. This individual will be responsible for high-level administrative support for the firm. This role will…
Skills: Administrative Support, Calendar Management, CRM Systems, Microsoft Teams, MS Office
On-site
Overview WHO are we looking for? CAPTRUST is seeking an experienced PR and Content Strategist to join its 40-person marketing team. This individual will help strengthen the firm’s editorial strategy, public relations eff…
Skills: Content Strategy, Public Relations, Editorial Writing, Media Relations, Thought Leadership
On-site
Overview WHO are we looking for? CAPTRUST seeks a Senior Communications Associate to join its in-house corporate communications and marketing team. This role supports public relations, strategic communications, awards an…
Skills: Public Relations, Media Relations, Strategic Communications, Content Development, Award Nominations
Hybrid
$115k–$180k/yr
Overview WHO are we looking for? CAPTRUST is seeking a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions, with a focus on life insurance and annuitie…
Skills: Life Insurance Strategy, Annuities Integration, FINRA Supervision, Suitability Reviews, Vendor Management
Hybrid
$100k–$130k/yr
Overview Who Are We Looking For? Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundations, institutional asse…
Skills: Direct Selling, Fiduciary Advice, Client Relationship Management, Portfolio Review, Public Speaking
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Performance Reporting Senior Associate who will be responsible for working in the PARis reporting platform to set up and monitor accounts and integrating acquired fi…
Skills: Black Diamond Wealth Platform, Performance Reporting, Portfolio Accounting, Data Verification, Microsoft Excel
On-site
Overview WHO are we looking for? The Advisor Group is in search of a Business Development Senior Associate to help support the organic growth of the wealth management business for this rapidly growing and collaborative o…
Skills: Relationship Management, Project Management, Sales Support, Sales Reporting, Lead Flow Administration
On-site
Overview WHO are we looking for? CAPTRUST is seeking an Administrative Assistant who will provide general office support with a variety of activities and related tasks. Excellent communication skills and the ability to d…
Skills: Communication Skills, Multi-tasking, Prioritization, Scheduling, Document Management
Hybrid
$90k–$100k/yr
Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and ma…
Skills: Financial Planning, Investment Management, Risk Management, Client Relationship Management, Public Speaking
On-site
Overview WHO are we looking for? CAPTRUST is seeking a dynamic Associate | Relationship Management who will deliver high-level service to the firm. The Associate plays a critical role in delivering high-quality client ex…
Skills: Client Onboarding, Financial Planning, Data Management, CRM Management, Account Opening
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The role supports the Institutional Finance function by managing client setup, billing coordination, and revenue close activities. It involves partnering with the Accounts Receivable team and Financial Advisors to resolve discrepancies and improve operational efficiency.
A bachelor's degree in Accounting, Finance, or Economics is required, with 1 to 3 years of relevant experience preferred. Candidates should possess advanced Microsoft Office skills and the ability to work collaboratively in a team environment.
CAPTRUST is seeking a Accounts Receivable & Billing Associate to support the Institutional Finance function through accurate client setup, billing coordination, reporting, revenue close activities, audit support, and cross-functional service to advisors and client teams. This role requires a detail-oriented, organized, and collaborative professional who can manage recurring deadlines, communicate effectively with Financial Advisors, Client Management Consultants, Accounts Receivable, and Finance leadership, and contribute to process improvements. The ideal candidate brings strong accountability, sound judgment, a service mindset, and the ability to work well across teams while maintaining the highest professional and ethical standards. The internal title for this role is intended to be Associate II | Finance.
Minimum Qualifications
Desired Qualifications/Skills:
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 with a 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:
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
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:
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.
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
Offices: 4208 Six Forks Road, 1700, Raleigh, NC 27609, US · 2000 Southbridge Parkway, 500, Birmingham, AL 35209, US · 2625 Townsgate Rd, 330, Westlake Village, CA 91361, US · 4201 Congress Street, 160, Charlotte, NC 28209, US · 3600 Lime Street, Building 2, Riverside, CA 92501, US
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
Offices: 4208 Six Forks Road, 1700, Raleigh, NC 27609, US · 2000 Southbridge Parkway, 500, Birmingham, AL 35209, US · 2625 Townsgate Rd, 330, Westlake Village, CA 91361, US · 4201 Congress Street, 160, Charlotte, NC 28209, US · 3600 Lime Street, Building 2, Riverside, CA 92501, US
