Job summary
Job post source
This job is directly from CAPTRUST
Job overview
CAPTRUST is seeking a Senior Finance Associate to support billing and accounts receivables for its wealth client base, contributing to the team's efficiency and professional growth.
Responsibilities and impact
Daily responsibilities include managing billing for clients, onboarding new clients, overseeing monthly reconciliations, assisting with solicitor agreements, conducting financial analysis, processing accounts receivable, and managing aged receivables.
Compensation and benefits
Benefits include employee ownership opportunities, a success sharing program, comprehensive health coverage, and a 401(k) plan with a 5% employer match.
Experience and skills
Candidates should have a Bachelor's degree in Accounting/Finance and 3 to 5 years of relevant experience, with advanced skills in Microsoft Excel and strong organizational abilities.
Career development
CAPTRUST offers a supportive culture that encourages personal growth and collaboration among colleagues.
Work environment and culture
The company promotes a positive work environment with a commitment to high standards, teamwork, and employee engagement.
Company information
CAPTRUST is a financial services firm focused on wealth management, known for its strong culture and employee retention.
Team overview
The Wealth Finance Team consists of motivated professionals dedicated to billing and accounts receivables, fostering collaboration and support.
Job location and travel
The position is based in Raleigh, NC, and is not remote.
Application process
Candidates should submit their applications through the company's career portal, including necessary documentation and any deadlines specified.
Unique job features
The role offers unique opportunities for process improvement and direct impact on team efficiency.
Company overview
CAPTRUST is a leading independent investment research and advisory firm that provides a wide range of services, including wealth management, retirement plan advisory, and institutional consulting. They generate revenue through advisory fees, asset management, and financial planning services. Founded in 1997, CAPTRUST has grown significantly through strategic acquisitions and organic growth, establishing a strong presence across the United States. The company is known for its client-centric approach and commitment to fiduciary responsibility, ensuring that client interests are always prioritized.
How to land this job
Position your resume to emphasize your experience in billing processes, accounts receivable, and client management, as these are central to the Senior Finance Associate role at CAPTRUST.
Highlight your proficiency in Excel and any experience with financial analysis, as these skills are specifically mentioned in the job description.
Apply through multiple platforms, including CAPTRUST's corporate site and LinkedIn, to maximize your application visibility.
Connect with individuals in the Wealth Finance Team at CAPTRUST on LinkedIn to express your interest in the position; potential ice breakers could include asking about their team culture or recent projects they've worked on.
Optimize your resume for ATS by incorporating keywords from the job description such as 'billing operations,' 'accounts receivable,' and 'data analysis' to enhance your chances of passing initial screenings.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, allowing you to focus on networking and preparing for interviews instead of administrative tasks.
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