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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 Dedicated Operations Associate handles all applicable client requests including, but not limited to, new accounts, incoming and outgoing transfers, purchases, sales, distributions, and file maintenance requests accurately, efficiently and in accordance with documented processes and procedures.
Develops and enhances the client experience by providing superior customer service and support to the dedicated relationship.
RESPONSIBILITIES & DUTIES :
QUALIFICATIONS :
PROFESSIONAL CERTIFICATIONS :
None required
TECHNICAL SKILLS :
To be successful in this role, you should have experience with and an understanding of the following :
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 Communicates Effectively
Resourcefulness Self-Development
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.
About Equity Trust :
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.
With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more.
Additionally, clients can invest in traditional assets such as stocks and mutual funds all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry.
Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.
Last updated : 2024-05-24
Full Time
$105k-131k (estimate)
05/26/2024
08/25/2024
trustetc.com
SIOUX FALLS, SD
200 - 500
1974
Private
$5M - $10M
Equity Trust is a financial company offering retirement accounts and alternative asset custody services for individuals and financial professionals.
The job skills required for Operation associate include Customer Service, Communicates Effectively, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be an Operation associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operation associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Operation associate positions, which can be used as a reference in future career path planning. As an Operation associate, it can be promoted into senior positions as a Senior Operations Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Operation associate. You can explore the career advancement for an Operation associate below and select your interested title to get hiring information.