Institutional Service Intern

CAPTRUST•Homewood, AL

3d•Onsite

About The Position

CAPTRUST is seeking an Institutional Intern to join our Institutional Client Management Team to provide client and prospect support. CAPTRUST interns must maintain professional and ethical standards, be well organized, be service oriented, and be capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Completing an internship may lead to, but does not guarantee, future full-time employment. Apply today. Primary responsibilities may include the following, among others: 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. WHERE will you be working? 2614 19th Street South | Homewood, AL 35029 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? 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: 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 informatio 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 Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity 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.#intern This position will remain open until filled.

Requirements

Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation preferred)
Significant interest in the workings of investment advisory firm

Nice To Haves

Strong critical thinker who is a strong self-starter
High-level proficiency in Word, Excel, PowerPoint, Outlook
Excellent communication and writing skills
Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
Demonstrate highest personal ethics and integrit
Ability to maintain absolute confidentiality of information
Team player, collaborative, able to work with and through others

Responsibilities

Support Audit work for plan document archives
Support Client Management Consultant is generating Quarterly reports for Investment Committees
Coordinating research requests for Research initiatives
Facilitating certain model reports
Attending client investment committee meetings to observe (upon invitation from advisor)
Attending Participant Advice sessions with our plan advisors to observe participant meetings
Work closely with financial advisors, client service, and peers on the Client Management Team