{"id":2687681,"url":"https://alion.io/job/captrust-wealth-advisory-operations-associate","title":"Wealth Advisory Operations Associate","company":{"id":708258,"name":"CAPTRUST","domain":"captrust.com","url":"https://alion.io/company/captrust","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Phoenix, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":38000,"max_usd":79000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2247},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-16T08:07:32Z","employer_posted_date":"2026-10-16","last_verified_at":"2026-10-17T01:12:49Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Overview\nWHO are we looking for?\nCAPTRUST is seeking a Wealth Advisory Operations Associate who will provide support for the onboarding of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST departments and our custodians (Charles Schwab, Fidelity, and Pershing Advisor Solutions). The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Friday from 8:30 a.m. to 5:30 p.m.\nResponsibilities\nDeliver exceptional, proactive service and become a trusted partner to internal teams and custodians primarily in onboarding client investment accounts\nReview and process both internal and custodian documentation related to new account setup for accuracy, completeness, and alignment with custodial requirements and contractual agreements \nIdentify and resolve common NIGO (Not In Good Order) issues to prevent processing delays \nComplete all duties within required timeframes with the highest attention to detail and accuracy \nEscalate issues or challenges prior to a missed deadline \nTake full ownership of all tasks/assignments until completion, including resolution of any issues that may arise \nBuild strong relationships with internal colleagues from various offices and our custodian partners\nSeek and apply coaching and feedback \nPerform other duties and special projects independently or with a team as required by the Wealth Operations or Wealth Client Service departments, including firm-wide initiatives \nQualifications\nMinimum Qualifications: \nCompletion 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\n2-3 years’ experience working in operations, back office, or client service within the financial services industry \nUnderstanding the general purpose and types of common investment accounts \nWorking knowledge of custodian paperwork and investment advisory contracts\nTechnical proficiency in navigating CRM system and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) \nDesired Qualifications/Skills:\nDemonstrates understanding of operational workflows and the downstream impacts of actions on account processing, client experience, and internal teams\nOrganizational and prioritization skills; ability to manage time-sensitive tasks simultaneously\nFlexibility to handle changing priorities, pressure, and short deadlines\nProactive in task follow-up, stays ahead of deadlines, excellent time-management skills\nDemonstrates ability to efficiently manage assigned work using task and case queues in CRM system \nPositive attitude and a team player\nAbility to quickly learn new technology, systems, and processes \nSelf-motivated; ability to work well independently and with others\nAnalytical thinker and problem solver\nExperience inputting or processing data in various systems with the ability to quickly grasp financial and investment concepts \nEnergized by change and ability to think \"outside the box\" regarding process improvement \nA high standard of professionalism\nExceptional written and verbal communication skills\nNotable attention to detail\nAbility to navigate spreadsheets using formulas\nWHAT can you expect from your career at CAPTRUST?\nOur 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.\nOur Employee Benefits Package shows how much we value our team. Some benefits include:\nCompany discretionary bonus\nHealth, 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\nCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.\nPaid time off (PTO) or Paid Sick Leave (PSL)\nWHERE will you be working?\n2375 E Camelback Rd # 700 | Phoenix, AZ 85016\nDue to the nature of the role, this is not a remote or work from home position. #LI-Onsite\nHOW do we build a world class organization one brick at a time?\nWe 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.\nAre you the next brick?\nTo get it done the CAPTRUST Way, an individual should exhibit the following characteristics:\nAbility to build successful, collaborative, and trusting relationships\nInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information\nA 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\nInherent desire to give back to our communities and enrich the lives of those around us\nAn other-centered mindset\nIntegrity through maintaining objectivity\nEEO/Diversity Statement:\nAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.\nIt 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\nThis position will remain open until filled.","description_format":"text","description_chars":6417,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-16T08:07:32Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":18,"reasons":["conf:1","win:early","comp:junior"],"computed_at":"2026-10-17T02:47:07Z"},"pay":null,"html_url":"https://alion.io/job/captrust-wealth-advisory-operations-associate","json_url":"https://alion.io/job/captrust-wealth-advisory-operations-associate.json","meta":{"generated_at":"2026-10-17T02:47:07Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3887,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-18T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":708258},"rest":"https://alion.io/mcp/rest/get_company?id=708258"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcaptrust-wealth-advisory-operations-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcaptrust-wealth-advisory-operations-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcaptrust-wealth-advisory-operations-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/captrust-wealth-advisory-operations-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcaptrust-wealth-advisory-operations-associate"}]}