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  • 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
  • Sioux Falls, SD, USA ● Westlake, OH 44145, USA
    Req #515
    Thursday, May 20, 2021
    JOB SUMMARY: The Client Service Rep II provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activities include: assisting clients with financial transactions, researching client inquiries which range from questions regarding required filings to asset holdings, forms completion, general online assistance, and managing the overall client experience.                                                     ESSENTIAL FUNCTIONS:• Prov ... More
  • Sioux Falls, SD, USA ● Westlake, OH 44145, USA
    Req #516
    Thursday, May 20, 2021
    Did 2020 throw you out of your routine? Are you someone that is passionate about helping people, and are looking for a new opportunity to give you a fresh start? Join a dynamic, growing, Customer Service team at Equity Trust to give your career the change you’re craving. When your day-to-day routine is busy and ever-changing, count on a constant with Equity! We’re looking for applicants who will adapt alongside us in our current environment, being given the opportunity for a flexible, part-time ... More
  • Westlake, OH 44145, USA
    Req #512
    Friday, May 7, 2021
    JOB SUMMARY:The Senior SQL Developer designs and develops complex relational database structures to support business applications and directives. Manages standards and best practices supporting the data life cycle.     ESSENTIAL FUNCTIONS:Designs and develops SQL scripts, tables, views, stored procedures, functions, triggers, constraints and views and functions based on business requirementsBuilds, tests and maintains on-premises data structures such as data marts, data warehouses, data lake ... 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
  • Westlake, OH 44145, USA
    Req #505
    Wednesday, April 14, 2021
    JOB SUMMARY: The Product Manager, Digital Asset Channel is the industry subject matter expert and architect for Equity Trust Company’s (ETC) Digital Asset/Cryptocurrency strategy and solutions in this rapidly evolving asset class. Further. Builds ETC’s digital asset brand by networking and providing thought leadership. Serves as a client advocate advancing all aspects of product features including pricing, functionality, optimization, experience, integrations, and competitive positioning.   ... More
  • Westlake, OH 44145, USA
    Req #502
    Wednesday, April 7, 2021
     The Supervisor of Accounts Receivable oversees the daily operations of the accounts receivable function, including supervising the accounts receivable team, billing invoices and collecting payments from customers and updating financial records.                                                                          ESSENTIAL FUNCTIONS: • Directs and leads the work of the AR team • Oversees the processing of customer billing and cash receipts • Ensures proper recording and app ... More
  • Virtual
    Req #491
    Monday, March 29, 2021
    The Email Marketing Manager leads our marketing automation management efforts and helps run programs that contribute to goals for new business sales and current client growth.                                              ESSENTIAL FUNCTIONS: • Develops and executes email marketing programs including segmentation, A/B testing, deployment, and continuous optimization • Builds and measures the success of new campaigns and automation to support email marketing campaigns for lead nu ... More
  • Westlake, OH 44145, USA
    Req #469
    Tuesday, March 16, 2021
    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 for accuracy and co ... More
  • Westlake, OH 44145, USA
    Req #493
    Tuesday, March 16, 2021
    The Supervisor, Operations of Investments provides guidance and oversees the Investment Operations. Works closely with Team Leads to ensure the team members are meeting both team and individual expectations. Cultivates positivity about the Company and supports initiatives, encouraging team members to do the same.                                                                             ESSENTIAL FUNCTIONS: • Monitors team performance to ensure that investment requests and ... More
  • Westlake, OH 44145, USA
    Req #492
    Friday, March 12, 2021
    The Operations Associate II, Deposits processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email and maintains documentation. Processes and reviews high volumes of standard tasks and transactions.                                                                 ESSENTIAL FUNCTIONS: • Processes and reviews incoming wires, Automated Clearing House (ACH), and check ... More
  • Westlake, OH 44145, USA
    Req #487
    Thursday, March 4, 2021
    JOB SUMMARY: The Operations Associate I, Safekeeping 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• Handles incomin ... More
  • Westlake, OH 44145, USA
    Req #477
    Friday, January 29, 2021
    The Broker works in a fast-paced operational and trading oriented position in the home office of a broker dealer. Drives to succeed, possesses excellent customer service skills, and is knowledgeable about securities trading rules and regulations as well as back office functions. The opportunity provides the ability to enhance learning in securities trading, investment operations, and the trust custody business model as well as building strong client relationship skills.               ES ... More
  • Westlake, OH 44145, USA
    Req #475
    Thursday, January 28, 2021
    JOB SUMMARY:  The Controller will manage the general ledger and the accounting platform for a single-family office, support with investment reporting, and provide financial analysis to the family office CEO and Director of Investments.   ESSENTIAL FUNCTIONS:   ACCOUNTING • Manages and oversees day-to-day of the accounting platform including data feeds, AP/AR, GL journal entries, and bill pay • Manages current and new entity accounting • Oversees accounting controls in accounting ... More