About The Role

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 investment projects and deliverables for firm prospective and existing clients. The Defined Contribution Specialist will also manage investment projects and deadlines to accurately complete and/or review materials before ultimate delivery to clients. Additionally, the Specialist will identify ways to create and document process efficiencies to improve client deliverables and client experience.

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