11 Operations Associate II (FT) Jobs in Westlake, OH
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Equity Trust is Hiring an Operations Associate II (FT) Near Westlake, OH
- Reviews and processes distributions, bill pays, and internal movements accurately and in accordance with client instructions and approved procedures.
- Processes transactions efficiently and manages time to meet or exceed the team productivity target.
- Sets up/updates/cancels recurring payments per client request.
- Executes call back procedures to provide consistent, high-quality service to our clients.
- Assists colleagues across the organization to resolve client issues.
- Assists Team Lead and Supervisor with performing research and responding to colleagues’ requests.
- Responds to inquiries from internal and external sources via e-mail and telephone.
- Collects outstanding fees from clients.
- Performs other duties as assigned.
- High school diploma or equivalent.
- Minimum 1 year of experience in the retirement and/or financial industries.
- None required.
- Basic level proficiency in Microsoft Office.
- Intermediate 10 key skills.
- Able to type at least 45 WPM preferred.
- In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
- Attention to Detail.
- Time Management.
- Written and Verbal Communication.
Job Summary
Full Time
$38k-49k (estimate)
09/20/2022
05/02/2024
trustetc.com
SIOUX FALLS, SD
200 - 500
1974
Private
$5M - $10M
Related Companies
About Equity Trust
Equity Trust is a financial company offering retirement accounts and alternative asset custody services for individuals and financial professionals.
The job skills required for Operations Associate II (FT) include Customer Service, Integrity, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be an Operations Associate II (FT). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operations Associate II (FT). Select any job title you are interested in and start to search job requirements.
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