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Equity Trust
Fort Myers, FL | Full Time
$63k-80k (estimate)
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EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES
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Associate, Equity Doc Prep
Equity Trust Fort Myers, FL
$63k-80k (estimate)
Full Time 2 Weeks Ago
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Equity Trust is Hiring an Associate, Equity Doc Prep Near Fort Myers, FL

*This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period.
JOB OVERVIEW
The Associate, Equity Doc Prep plays a crucial role in creating Limited Liability Corporations (LLCs), Business Tax IDs and other services. Supports the goals and objectives of Equity Trust Company leadership and ensure a superior client experience.

RESPONSIBILITIES & DUTIES
  • Gathers, reviews, and verifies required documents for completion fulfillment of services offered through Equity Doc Prep
  • Responsible for the formation of business entities for our customers
  • Responsible for the creation of unique business tax IDs
  • Works with stakeholders across teams located in Ft. Myers, FL and Westlake, OH
  • Monitors and maintains operational pipeline
  • Monitors and updates corporate actions
  • Institutes continuous improvement approaches where appropriate; assess processes and make recommendations for workflow improvements
  • Works collaboratively in a team environment to achieve team, department, and overall business goals
  • Ability to multitask in a fast-paced, deadline-driven environment
  • Resolves client issues and concerns
  • Provides project support
  • Performs other duties as assigned
  
QUALIFICATIONS
  • High School Diploma or GED required
  • Associate or Bachelor’s degree in Finance, Business or related field preferred
  • LLC product knowledge or financial services experience preferred
PROFESSIONAL CERTIFICATIONS
  • None required
TECHNICAL SKILLS
  • Intermediate level of proficiency in Microsoft Office Suite
  • Salesforce (CRM) experience preferred

CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
Customer Focus | Collaborative
Resourcefulness | Situational Adaptability

PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
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.

Job Summary

JOB TYPE

Full Time

SALARY

$63k-80k (estimate)

POST DATE

05/16/2024

EXPIRATION DATE

07/15/2024

WEBSITE

trustetc.com

HEADQUARTERS

SIOUX FALLS, SD

SIZE

200 - 500

FOUNDED

1974

TYPE

Private

REVENUE

$5M - $10M

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About Equity Trust

Equity Trust is a financial company offering retirement accounts and alternative asset custody services for individuals and financial professionals.

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