Operations Associate III-Trust Accounting

Westlake, OH 44145, USA Req #519
Monday, May 24, 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 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.


• 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 returned deposit checks rejected at the bank

• Maintains and balances suspense accounts

• Researches and processes return outstanding checks to find resolution and ensure client satisfaction

• Works in a team atmosphere to ensure all daily tasks are completed by end of day

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


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

• Processes and reviews incoming wires, automated clearing house (ACH)’s, and checks

• 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 4 years of experience in the retirement and/or financial industries preferred


• None required


• Expert level proficiency in Microsoft Office

• Minimum 4 years of experience perfecting Excel skills including pivot tables, filters, basic formulas, and data analysis preferred

• 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