Job Search

Loading...
  • Westlake, OH 44145, USA
    Req #447
    Tuesday, October 20, 2020
    The Operations Associate III, Disbursements demonstrates an advanced understanding of outgoing money movements, reviews complex tasks and transactions and maintains documentation within established service levels. Works with minimal supervision.                   ESSENTIAL FUNCTIONS: • Processes all outgoing cash functions in the Trust Accounting Department in accordance with all documented processes and procedures • Runs, prints, organizes and distributes standard and cashier checks using ... More
  • Westlake, OH 44145, USA
    Req #443
    Tuesday, October 6, 2020
    JOB SUMMARY: The Operations Associate II for the Account Services and Transfers department processes new accounts, incoming and outgoing transfers and file maintenance requests accurately, efficiently and in accordance with documented processes and procedures. Develops and enhances the client experience by providing superior customer service and support to clients by phone and email.     ESSENTIAL FUNCTIONS:• Processes new client accounts• Provides status updates to clients regarding new accoun ... 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 #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 #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
  • 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 #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