This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period. JOB SUMMARY. The Operations Associate II for the Asset Servicing department provides day-to-day operational support for the initial review of an asset, valuation updates, security master setup, and ongoing maintenance of all asset classes. Supports the goals and objectives of Equity Trust Company (ETC) leadership, collaborates ef...
This position is located in our Westlake, OH office and is eligible for a hybrid schedule after 90 days (2 days remote). JOB OVERVIEW. The Onboarding Specialist for the Sales EI team supports institutional relationships by serving as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives enhance and expand client relationships to improve client satisfaction, and provides additional opportunities or...
This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period. JOB OVERVIEW. The Operations Associate III, Trust Accounting processes client requests accurately, efficiently, and in accordance with documented processes and procedures. In this role, you will provide exceptional service to our clients via phone and email and maintain proper documentation. You will often process and review high...
JOB OVERVIEW. The Digital Solutions Analyst is responsible for continuous exploration, analysis, and deployment of digital solutions that enable strategic themes and objectives. This individual will have direct responsibility for solutions, requirements, solution design, and quality assurance in alignment with business areas. Working closely with Product Managers, stakeholders from Marketing, Sales, Product, Operations, Investments, Finance, Comp...
When you work at Equity Trust, there is never a dull moment. You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrac...
When you work at Equity Trust, there is never a dull moment. You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrac...
This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period. When you work at Equity Trust, there is never a dull moment. You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establi...
JOB OVERVIEW. The Events Manager handles all activities related to industry events/tradeshows, ETC Wealth Building Workshops, and Expert Webinars. Collaborates with members of the Marketing department, sales leadership, and traveling sales team members to plan and execute effective event participation. Coordinates efforts across sales and marketing departments to ensure business goals and objectives are achieved. RESPONSIBILITIES & DUTIES. Manage...
JOB OVERVIEW. The Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include, Public Investments, Real Estate, Private Debt, Private Equity, Gold Level Service, Institutional Investments, Training, and Investment Loggers. 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...
This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period. JOB OVERVIEW. The Associate – Trust Accounting processes client requests accurately, efficiently, and in accordance with documented processes and procedures. This is a proactive, non-sales position focused on servicing and guiding new and existing clients through processes related to completing self-directed investments, includin...
When you work at Equity Trust, there is never a dull moment. You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrac...
Job Details. Job Location. Equity Trust Company - Westlake, OH. Salary Range. Undisclosed. Description. This position is located in our Westlake, OH office is eligble for a hybrid schedule after probationary period. JOB OVERVIEW. The Fraud Analyst manages the Fraud Prevention Program including analytic and investigative work related to fraud, suspicious activity, and risk mitigation. The position will synthesize data and fact patterns into releva...
