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  • Westlake, OH 44145, USA
    Req #439
    Thursday, September 17, 2020
    JOB SUMMARY:  The Operations Associate I, Document Management processes client requests accurately, efficiently, and in accordance with documented processes and procedures; provides exceptional service to our clients via phone and email; maintains documentation. Processes and reviews high volumes of standard tasks and transactions.     ESSENTIAL FUNCTIONS: • Files and safe keeps original documents on behalf of clients• Researches client account information to ensure accurate processing• Hand ... More
  • Westlake, OH 44145, USA
    Req #440
    Tuesday, September 15, 2020
    JOB SUMMARY:The Team Lead of the Artificial Intelligence (AI) Services team will create and drive the vision for the designing and implementation of AI solutions. Develops, maintains, and owns the enterprise AI platform and deliverables across the organization while implementing policies that govern the AI program.ESSENTIAL FUNCTIONS:• Sets goals and vision for the AI Services team• Creates hypotheses, designs experiments and tests feasibility of proposed business objectives• Builds predictive m ... More
  • Westlake, OH 44145, USA
    Req #437
    Tuesday, September 15, 2020
    The Data Entry Specialist provides ongoing support to the Investment Team by ensuring superior document management and security of all physical and executed documents. Ensures the creation of a digital record for each investment request through the workflow system. ESSENTIAL FUNCTIONS: • Scans documents for the creation of new processing requests and the storing of documents in client account records • Scans all signed documents related to private, public, and precious metal invest ... More
  • Westlake, OH 44145, USA
    Req #436
    Thursday, September 10, 2020
    The Senior Director of Marketing manages the Marketing team by defining, developing and executing Equity Trust’s (herein referred to as “Company”) marketing plan. The plan will optimize the Company’s brand, while promoting value proposition and generating qualified leads in an economically efficient manner consistent with budget. Collaborates and partners closely with the leaders of multiple departments to ensure that the Company’s needs are addressed. Delivers marketing goals in alignment wit ... More
  • Westlake, OH 44145, USA
    Req #433
    Tuesday, September 8, 2020
    JOB SUMMARY:  The Tax Analyst ensures compliance with all tax regulations and reporting requirements. Researches and recommends the most effective ways for the organization to meet its tax responsibilities, while maximizing all opportunities related to credits and exemptions.       ESSENTIAL FUNCTIONS: • Prepares the filing and reporting of the organization’s recipient tax documents, including but not limited to: Forms 5498, 1099, and 945• Manages the reporting and filing of the Company’s es ... More
  • Westlake, OH 44145, USA
    Req #434
    Tuesday, September 8, 2020
    The Quality Assurance Specialist assists with maintaining data integrity, performing proactive proofing, and reviewing tax corrections. Performs call audits, Operations team audits and reports feedback to management. Processes and reviews high volumes of standard tasks and transactions. Collaborates with other QA Specialists, Operations associates, and all levels of Operations management. Exhibits and embraces Equity Trust Company (ETC) Core Values.                                           ... More
  • Westlake, OH 44145, USA
    Req #426
    Tuesday, August 25, 2020
    The Relationship Manager effectively manages and grows Equity Trust Company’s (ETC) largest and most profitable relationships. Provides assistance and resolution to other RMs on escalated and complex client requests and transactions. Provides exceptional customer service by educating our clients/advisors on policies, procedures, and online tools/resources so that they are able to effectively manage and grow their business. Partners and communicates with other departments and Team Leads to achi ... More
  • Sioux Falls, SD, USA; Westlake, OH 44145, USA
    Req #428
    Monday, August 24, 2020
    JOB SUMMARY: The Client Service Rep II provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activity includes: assisting clients with financial transactions; researching client inquiries which range from questions regarding required filings to asset holdings; forms completion; general online assistance; managing the overall client experience.      ESSENTIAL FUNCTIONS:• Provides follow-up on client concerns, issues, and t ... More
  • Westlake, OH 44145, USA
    Req #424
    Monday, August 17, 2020
    The Operations Supervisor II for the Trust Accounting Department leads, develops and manages a team (or teams) of Operations associates. Administers and secures all cash receipts and disbursements for the organization. Exhibits and embraces ETC Core Values and leads their team to do the same. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization and provides an excellent client experience.                                                        ... More
  • Westlake, OH 44145, USA
    Req #421
    Friday, August 14, 2020
    The Operations Associate IV services accounts managed by Registered Investment Advisors (RIAs) under the custody of Equity Trust Company (ETC). Performs a variety of tasks associated with establishing accounts, posting transactions of cash and investments, and maintaining accounts.                                                                         ESSENTIAL FUNCTIONS:• Reviews transaction requests for required elements• Performs a variety of transactions to establish and maintain accounts a ... More
  • Sioux Falls, SD, USA; Westlake, OH 44145, USA
    Req #391
    Thursday, July 30, 2020
    *Location in Sioux Falls, SD or Westlake, OHThe Client Service Rep II provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activity includes: assisting clients with financial transactions; researching client inquiries which range from questions regarding required filings to asset holdings; forms completion; general online assistance; managing the overall client experience.   ESSENTIAL FUNCTIONS: • Provides follow-up on ... More
  • Westlake, OH 44145, USA
    Req #418
    Thursday, July 30, 2020
    The Operations Associate III, for Directed Trustee Services (DTS) processes client requests accurately, efficiently and in accordance with documented processes and procedures. Provides exceptional service to all clients and works with minimal supervision. Processes and reviews complex tasks and transactions; processes and reviews high volumes of standard tasks and transactions.                                                            ESSENTIAL FUNCTIONS: • Reviews client forms f ... More
  • Westlake, OH 44145, USA
    Req #415
    Tuesday, July 28, 2020
    The Operations Associate IV services accounts managed by Registered Investment Advisors (RIAs) under the custody of Equity Trust Company (ETC). Performs a variety of tasks associated with establishing accounts, posting transactions of cash and investments, and maintaining accounts.                                                                          ESSENTIAL FUNCTIONS: • Reviews transaction requests for required elements • Performs a variety of transactions ... More
  • Westlake, OH 44145, USA
    Req #416
    Monday, July 27, 2020
    000450 - Bill Pay/Asset Delivery - Operations Associate II JOB SUMMARY: The Operations Associate II, Bill Pay/Asset Delivery processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email; processes and reviews complex tasks and transactions in high volumes; maintains documentation. ESSENTIAL FUNCTIONS: Reviews and processes distributions, bill pays, and internal movements accur ... More
  • Westlake, OH 44145, USA
    Req #390
    Thursday, June 18, 2020
    The Business Development Consultant sells Equity Institutional (EI) custodial services through three channels: broker dealers, registered investment advisors, and product sponsors who offer alternative investments and cross-sell other offerings of Equity Trust Company (ETC) in addition to custodial services.   ESSENTIAL FUNCTIONS: • Executes an existing sales plan utilizing a consultative sales approach with all leads within the three channels, utilizing the services of ET ... More
  • Westlake, OH 44145, USA
    Req #364
    Friday, February 28, 2020
    The Senior Manager, Operations leads, develops, and manages a team (or teams) within Operations. Exhibits and embraces Equity Trust Company (ETC) Core Values and leads their team to do the same. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization, and provides an excellent client experience.      ESSENTIAL FUNCTIONS:• Develops, implements, and improves team processes and procedures• Identifies opportunities to improve efficiency, quality, and con ... More