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  • Westlake, OH 44145, USA
    Req #538
    Friday, July 23, 2021
    JOB SUMMARY: The Senior Account Executive (SAE) follows the Equity Trust Company (ETC) Sales process and provides excellent new client experiences to all prospective clients. ESSENTIAL FUNCTIONS:Makes outbound calls to leads with current and past interestFields inbound inquiries from prospective clients and leads them through the account open process while ensuring correct expectations are set when they become new clientsCommunicates information related to our products, services, account types, ... More
  • Westlake, OH 44145, USA
    Req #530
    Thursday, July 22, 2021
    JOB SUMMARY:The Business Solutions Analyst II leads interactions with stakeholders (business, technology, and third-party teams) to define and document business processes and software requirements for technology, continuous improvement and support efforts. Supports business testing (UAT). Serves as a subject matter expert on processes and systems. ESSENTIAL FUNCTIONS: Functions as a liaison between business and technology teams to ensure the effectiveness and timeliness of solutions and ensuring ... More
  • Westlake, OH 44145, USA
    Req #522
    Wednesday, July 21, 2021
    The Institutional Marketing Manager plans, organizes, and executes marketing programs designed to generate new relationships with targeted investment providers and intermediaries.                                ESSENTIAL FUNCTIONS: • Strategizes and executes broad-based marketing initiatives across multiple channels (email, website, online and offline advertising, events/webinars, etc.) to drive interest and consideration for our Institutional lines of business • Develops and i ... More
  • Westlake, OH 44145, USA
    Req #548
    Tuesday, July 20, 2021
    The Learning Experience Designer designs, develops, delivers and evaluates innovative learning and performance improvement solutions for targeted audiences across all business units using best practices of adult learning and universal design for learning. Effectively collaborates with business leaders and subject matter experts to identify appropriate solutions to address business challenges. These include self-paced eLearning courses; scripted, animated video tutorials; microlearning lessons; i ... More
  • Westlake, OH 44145, USA
    Req #547
    Tuesday, July 20, 2021
    The Front Desk and Human Resources Assistant greets visitors and associates and creates a welcoming environment. Provides general administrative support to the front reception desk and the human resources department.  ESSENTIAL FUNCTIONS: Greets visitors and associates, both in person and on the telephone Receives and manages incoming phone calls (e.g., address, directions, fax number, website, etc.) and transfers calls to appropriate departments Issues associate and visit ... More
  • Westlake, OH 44145, USA
    Req #544
    Friday, July 16, 2021
    JOB SUMMARY:  The Supervisor, Operations II for the Account Services and Transfers Department leads, develops and manages the Account Services and Transfer team. Providing client support that is focused on optimizing the client experience, they will support the goals and objectives of ETC leadership, while collaborating effectively across the organization and providing an excellent client experience.     ESSENTIAL FUNCTIONS: Leads the Account Services and Transfer team in providing superior s ... More
  • Westlake, OH 44145, USA
    Req #542
    Thursday, July 15, 2021
    JOB SUMMARY: The Application Developer II for Java Technologies partners with the business owners and the Project Management Office (PMO), participating in all phases of the Information Technology project life cycle. Applies technical expertise in designated technical disciplines and on specific platform. Understands, then transforms the business and technical requirements into robust, scalable, and reliable technical solutions, ensuring they meet the Company’s needs. Works independently with mi ... More
  • Westlake, OH 44145, USA
    Req #543
    Thursday, July 15, 2021
    JOB SUMMARY: The Application Developer III, Java Technologies partners with the business owners and the Project Management Office (PMO), participating in all phases of the Information Technology project life cycle. Applies expertise in the designated technical discipline and on the specific platform. Understands, then transforms the business and technical requirements in the life cycle into robust, scalable, and reliable technical solutions, ensuring they meet the Company’s needs. Works independ ... More
  • Sioux Falls, SD, USA ● Westlake, OH 44145, USA
    Req #528
    Friday, July 9, 2021
    Do you enjoy sharing your ideas and working in an environment that values innovation and continuous process improvement? At Equity Trust, the development of our associates is a top priority, and our ability to create a captivating environment is critical for our growth. If you are passionate about service, the client experience, and the dynamic financial services industry, apply today for this exciting career opportunity!   WE ARE LOOKING FOR: Creative, collaborative problem so ... More
  • Westlake, OH 44145, USA
    Req #535
    Thursday, July 8, 2021
    JOB SUMMARY:  The Team Lead I supports the Supervisor in directing day to day planning, implementation, and problem solving to ensure their team achieves their daily goals in production and service.  Serves as a subject matter expert and provides guidance by sharing their knowledge and skills with team members; assists and performs processes facing capacity constraints.       ESSENTIAL FUNCTIONS:Ensures team is processing in accordance with all policies and proceduresAssists in training new ... More
  • Westlake, OH 44145, USA
    Req #536
    Thursday, July 8, 2021
    The Operations Associate III, Deposits demonstrates an advanced understanding of incoming check deposits and money movements. Reviews complex tasks and transactions and maintains documentation within established service levels. Works with minimal supervision.                   ESSENTIAL FUNCTIONS: • Processes automated bulk dividend files from asset providers through secure file transfer protocol (SFTP) sites • Runs deposits for 401(k) plans and non-plans • Processes returne ... More
  • Westlake, OH 44145, USA
    Req #533
    Tuesday, July 6, 2021
    Performs routine high volume, time sensitive reconciliations requiring research and problem-solving skills.  Monitor and resolve exceptions using various resources to maintain service level agreement and escalate if necessary.  Collaborates with management and team to identify opportunities for operational efficiency and process improvement.                                                                          ESSENTIAL FUNCTIONS • Performs reconciliation functions utilizing automa ... More
  • Westlake, OH 44145, USA
    Req #532
    Tuesday, July 6, 2021
    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
  • Sioux Falls, SD, USA ● Westlake, OH 44145, USA
    Req #515
    Friday, July 2, 2021
    Do you enjoy sharing your ideas and working in an environment that values innovation and continuous process improvement? At Equity Trust, the development of our associates is a top priority, and our ability to create a captivating environment is critical for our growth. If you are passionate about service, the client experience, and the dynamic financial services industry, apply today for this exciting career opportunity! WE ARE LOOKING FOR:Creative, collaborative problem solvers to provide supe ... More
  • Westlake, OH 44145, USA
    Req #531
    Friday, July 2, 2021
    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 accurately and in accordance with client instructions and approve ... More
  • Westlake, OH 44145, USA
    Req #524
    Tuesday, June 29, 2021
    JOB SUMMARY:The Investment Processing Liaison reviews alternative investment paperwork to ensure accurate completion of proper investment documentation. Serves as a single point of contact and is required to provide a superior level of service to clients, advisors and asset sponsors through various forms of communication. Processes all investment activities accurately, timely and efficiently in order to meet investors’ closing deadlines.      ESSENTIAL FUNCTIONS:Services multiple clients thro ... More
  • Sioux Falls, SD, USA ● Westlake, OH 44145, USA
    Req #529
    Tuesday, June 22, 2021
    The Team Lead I supports the department by providing technical expertise and on-boarding assistance for new client services representatives. Provides front line coaching assistance, defuses and resolves client concerns that could not be resolved by the client’s initial point of contact, and handles incoming client calls.                                                            ESSENTIAL FUNCTIONS: • Provides job expertise to new hires once they have completed training • Revie ... More
  • Westlake, OH 44145, USA
    Req #521
    Tuesday, June 22, 2021
    The Creative Manager leads our visual marketing efforts across an array of enterprises. Innovates and evolves our brand within our marketing ecosystem to drive business growth goals, create consistency, and build visual connections with our messaging and materials. Develops creative design experiences across the organization.    ESSENTIAL FUNCTIONS: • Leads the creation, development, and evolution of our brand strategy, emphasizing visual identity execution across all brand pl ... More
  • Westlake, OH 44145, USA
    Req #527
    Monday, June 21, 2021
    JOB SUMMARY:  The Accounts Receivable Specialist II is responsible for reconciling fees, researching disputes, posting payments, making collection calls, and assisting with billing.                                                    ESSENTIAL FUNCTIONS:Assists in assessing of feesInitiates collection calls and receives/responds to client communications regarding feesProcesses fee payments via check/credit card and pulls from customer cashReviews and processes  fee waiver/refund requests submitte ... More
  • Westlake, OH 44145, USA
    Req #517
    Thursday, May 27, 2021
    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 #519
    Monday, May 24, 2021
    The Operations Associate III, Deposits 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. Levels process, reviews complex tasks and transactions, and maintains documentation. ESSENTIAL FUNCTIONS: • Processes automated bulk dividend files from asset provider ... More
  • Westlake, OH 44145, USA
    Req #511
    Thursday, May 6, 2021
    JOB SUMMARY:  The Operations Associate I for the Account Services and Transfers department logs client and internal requests received via physical mail, fax or email. Requests are logged accurately, efficiently, timely and in accordance with documented processes and procedures. Reviews and logs high volumes of standard tasks and transactions.     ESSENTIAL FUNCTIONS:Researches within databases to locate client account informationCreates activities or adds documents into existing activities f ... More
  • Westlake, OH 44145, USA
    Req #497
    Monday, April 26, 2021
    JOB SUMMARY:  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 elementsPerforms a variety of transactions to establish and maintain accounts and investmentsCommunicates with vendors and third part ... More
  • Westlake, OH 44145, USA
    Req #504
    Wednesday, April 21, 2021
    JOB SUMMARY:The Account Executive (AE) creates leads and opportunities by profiling prospects.      ESSENTIAL FUNCTIONS:Makes outbound phone calls to leads with current and past interestQualifies prospective clients and educates them on potential benefits as well as how self-directed IRAs work for investment strategiesAssists in completion of account open documentationCross-sells applicable accounts (Roth, HSA, etc.) and products (GLS, Education, etc.)Supports house accounts and completes applic ... More
  • Westlake, OH 44145, USA
    Req #486
    Monday, April 19, 2021
      The Team Lead I demonstrates the consistency, accuracy, and advanced understanding necessary to work with minimal supervision. Processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Recommends improvements to existing processes and procedures. Provides exceptional service to our clients via phone and email. Processes and reviews complex tasks and transactions and maintains documentation. Serves as a subject matter expert on trans ... More