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  • Westlake, OH 44145, USA
    Req #381
    Thursday, June 25, 2020
    The Team Lead I, Deposits is a subject matter expert that demonstrates consistency, accuracy and advanced understanding necessary to work with minimal supervision. 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 and maintains documentation.                                                                            ... 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 #409
    Wednesday, June 10, 2020
    JOB SUMMARY: The Maintenance Technician is responsible for the general maintenance and up-keep of the Westlake, Ohio location and outside surrounding grounds. Supports Maintenance Supervisor by cleaning, repairing, installing, and maintaining the building furniture, electrical, and heating and air conditioning systems as required.                                                     ESSENTIAL FUNCTIONS: •             Performs janitorial duties and other related tasks as required •           ... More
  • Westlake, OH 44145, USA
    Req #402
    Monday, May 18, 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 and investments • Communicates with ve ... More
  • Sioux Falls, SD, USA
    Req #395
    Friday, April 17, 2020
    The Regulatory Compliance Specialist serves as a “key employee” in the office, responsible for understanding South Dakota Division of Banking regulatory requirements and assisting Company leadership to comply with all applicable requirements.In addition, the Regulatory Compliance Specialist will provide administrative office support to Equity Trust’s (ETC) home office and assist with the advancement of Company culture in the South Dakota office. ESSENTIAL FUNCTIONS:Leads associates across sever ... 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