Account Services & Transfers - Operations Associate I, Logger

Westlake, OH 44145, USA Req #511
Thursday, May 6, 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 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.



  • Researches within databases to locate client account information
  • Creates activities or adds documents into existing activities for processing
  • Manages assigned fax lines throughout the day


  • Assists other departments as needed
  • Performs other duties as assigned


Education and Experience:

  • High School Diploma or equivalent 
  • Minimum 1 year of data entry experience preferred


  • None required 


  • Basic level of proficiency in Microsoft Office
  • Basic 10 key skills
  • Ability to type a minimum of 45+ WPM preferred


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

  • Attention to detail 
  • Active listening skills
  • Organizational skills 
  • Time management 
  • Written and verbal communication
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