Team Lead-Trust Accounting

Westlake, OH 44145, USA Req #486
Monday, April 19, 2021
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.


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 transfers.



• Assigns daily productivity goals to team members

• Completes daily task schedule under Supervisor’s review

• Monitors team distribution emails to ensure accuracy and colleague/client satisfaction

• Assists team members in problem solving and resolutions

• Monitors departments daily tasks for efficient and accurate completion

• Processes incoming and outgoing transactions of all types

• Balances daily transactions of all types to ensure accuracy and that all items have transacted on both Trust Accounting and bank accounts




• Assists Supervisor with training, issue resolution, researching more difficult situations, responding to colleagues’ requests, and escalated client requests

• Assists other teams and departments as needed

• Performs other duties as assigned      



Education and Experience:

• High School Diploma or equivalent

• Associate’s Degree in Business, Finance, or related field a plus

• Minimum 5 years of experience in the retirement and/or financial industries



• None required



• Expert level proficiency in Microsoft Office

• Ability to type at least 45+ WPM

• Intermediate 10 key skills with at least 9,000 KSPH preferred

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