Apply Now

000450 - Bill Pay/Asset Delivery - Operations Associate II

Westlake, OH 44145, USA Req #416
Monday, July 27, 2020
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

000450 - Bill Pay/Asset Delivery - Operations Associate II


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.


  • Reviews and processes distributions, bill pays, and internal movements accurately and in accordance with client instructions and approved procedures
  • Processes transaction efficiently and manages time to meet or exceed the team productivity target
  • Sets up/updates/cancels recurring payments per client request
  • Executes call back procedures to provide consistent, high-quality service to our clients
  • Assists colleagues across the organization to resolve client issues


  • Assists Team Lead and Supervisor with performing research and responding to colleagues’ requests
  • Responds to inquiries from internal and external sources via e-mail and telephone
  • Collects outstanding fees from clients
  • Performs other duties as assigned          



Education and Experience:

  • High school diploma or equivalent
  • Minimum 1 year of experience in the retirement and/or financial industries


  • None required


  • Basic level proficiency in Microsoft Office
  • Intermediate 10 key skills
  • Able to type at least 45+ WPM preferred


In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.

  • Attention to Detail Time Management

  • Written and Verbal Communication


This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the Associate is regularly required to speak and hear. The Associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.


The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

Other details

  • Pay Type Hourly
  • Westlake, OH 44145, USA