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  • Westlake, OH 44145, USA ● Req #721
    Wednesday, November 23, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule. Do you enjoy sharing your ideas and working in an environment that values innovation and continuous process improvement? At Equity Trust, the development of our associates is a top priority, and our ability to create a captivating environment is critical for our growth. If you are passionate about the dynamic financial services industry, apply today for an exciting career opportunity within our inte ... More
  • Sioux Falls, SD, USA ● Virtual ● Westlake, OH 44145, USA ● Req #797
    Friday, November 11, 2022
    *This position is based out of our Westlake, OH office but eligible for fully remote work.JOB OVERVIEWThe Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client’s needs.RESPONSIBILITIES & DUTIESFollows the guidelines set forth in the Equity Trust Service Philosophy Provides inbound and outbound call servicing and operational support to individual investors and institutional clients Assists clients with financial transactionsR ... More
  • Westlake, OH 44145, USA ● Req #795
    Wednesday, November 9, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB SUMMARY:The Public Investment Processor reviews investment requests to verify that each submission includes all appropriate documentation, and is titled properly to ensure ownership through the client’s self-directed IRA. Works with clients to obtain necessary corrections to complete the request(s).      ESSENTIAL FUNCTIONS:Partner with third-party vendors, fund companies and internal teams t ... More
  • Westlake, OH 44145, USA ● Req #794
    Monday, November 7, 2022
    JOB SUMMARY: The Data Entry/Mailroom Associate processes client requests accurately, efficiently, and in accordance with documented processes and procedures; provides exceptional service to our clients via phone and email; maintains documentation. Processes and reviews high volumes of standard tasks and transactions.     ESSENTIAL FUNCTIONS:Files and safe keeps original documents on behalf of clientsResearches client account information to ensure accurate processingHandles incoming and outgo ... More
  • Westlake, OH 44145, USA ● Req #791
    Monday, November 7, 2022
    *This position is located in our Westlake, OH office but eligible for a hybrid remote schedule.JOB SUMMARY: The Operations Training Specialist performs technical/financial training for the Operations and Investment teams, which includes new hire training, ongoing skills training, individual and group coaching, system enhancement training, and training on legislative changes. Collaborates with management and business unit teams to identify opportunities for operational efficiency and process impr ... More
  • Westlake, OH 44145, USA ● Req #792
    Monday, November 7, 2022
    *This position can be based out of our Westlake, OH or Denver, CO office but eligible for a hybrid schedule. JOB SUMMARY: The Operations Associate IV services accounts managed by Registered Investment Advisors (RIAs) under the custody of Equity Trust Company (ETC). Performs a variety of tasks associated with establishing accounts, posting transactions of cash and investments, and maintaining accounts.     ESSENTIAL FUNCTIONS:Reviews transaction requests for required elementsPerforms a variety of ... More
  • Westlake, OH 44145, USA ● Req #790
    Thursday, November 3, 2022
    JOB SUMMARY:The Account Executive (AE) creates leads and opportunities by profiling prospects.      ESSENTIAL FUNCTIONS:•Makes outbound phone calls to leads with current and past interest•Qualifies prospective clients and educates them on potential benefits as well as how self-directed IRAs work for investment strategies•Assists in completion of account open documentation•Cross-sells applicable accounts (Roth, HSA, etc.) and products (GLS, Education, etc.)•Supports house accounts and completes a ... More
  • Westlake, OH 44145, USA ● Req #793
    Wednesday, November 2, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB OVERVIEWThe Brokerage Operations Associate works in a fast-paced operational and trading-oriented position in the home office of a broker dealer. Drives to succeed with a continuous process improvement mindset, possesses excellent customer service skills, and is knowledgeable about securities operations processes, rules, and regulations. Provides the opportunity to enhance learning in securities ... More
  • Westlake, OH 44145, USA ● Req #788
    Monday, October 31, 2022
    JOB OVERVIEWThe Dedicated Operations Associate for the Account Services and Transfers department processes new accounts, incoming and outgoing transfers, 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 relationships. RESPONSIBILITIES & DUTIES•Processes new client accounts•Provides status updates to clients regarding new ... More
  • Westlake, OH 44145, USA ● Req #783
    Monday, October 24, 2022
    JOB SUMMARY: The Operations Associate II for the Account Services and Transfers department processes new accounts, incoming and outgoing transfers 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 clients by phone and email.     ESSENTIAL FUNCTIONS:•Processes new client accounts•Provides status updates to clients regarding new accounts ... More
  • Westlake, OH 44145, USA ● Req #787
    Thursday, October 20, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB OVERVIEWThe Social Media Specialist cultivates the organization’s presence across social media platforms through the development of cohesive, consistent, and effective social media strategies. Generates content that aligns with corporate marketing strategies and fosters engagement on social platforms.RESPONSIBILITIES & DUTIES•Create, write, and manage content in collaboration with marketing and s ... More
  • Sioux Falls, SD, USA ● Westlake, OH 44145, USA ● Req #761
    Tuesday, October 11, 2022
    *This position is based out of our Westlake, OH or Sioux Falls, SD office but eligible for a hybrid remote schedule.JOB OVERVIEWEquity Trust is looking for a motivated, critical thinker with talent of performing investigative work relating to fraud, suspicious activity, and risk mitigation. If you currently have or are interested in obtaining a Certified Fraud Examiner (CFE) designation or equivalent - this may be the job for you! The primary focus of this role is unauthorized activity and other ... More
  • Westlake, OH 44145, USA ● Req #652
    Tuesday, October 11, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB SUMMARY: The Senior Qualified Plans Specialist assists in the annual administration and quality control of administrative services for Solo 401(k) plans, including calculating contributions, monitoring IRC 415 limits, providing annual reports, preparing Form 5500 and developing client relationships. Handles customer service inquiries and solves operational issues with annual regulatory compliance ... More
  • Westlake, OH 44145, USA ● Req #754
    Wednesday, October 5, 2022
    *This position is located in our Westlake, OH office but eligible for a hybrid remote schedule. JOB OVERVIEW The Manager, Brokerage Services manages the day-to-day operations of the broker dealer and executes on an agreed business plan to achieve financial, service, and operational performance targets. Works effectively across business lines to establish strong working partnerships to ensure the broader company goals and initiatives are met. Manages firm to optimum operating performance and stri ... More
  • Westlake, OH 44145, USA ● Req #776
    Monday, October 3, 2022
    *This summer 2023 internship will be based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB SUMMARY: The Project and Data Management Intern supports the Project Management Office and Data Science team efforts. Assists the team with project management administrative tasks and performs data analysis by using internal and external data and resources.       ESSENTIAL FUNCTIONS:Collects and analyzes organizational and customer data to discover insightsDesigns and builds in ... More
  • Westlake, OH 44145, USA ● Req #777
    Monday, October 3, 2022
    *This summer 2023 internship will be based out of our Westlake, OH office but eligible for a hybrid remote schedule. JOB SUMMARY: The Marketing Intern assists with the execution of content marketing campaigns and strategies for our prospect-driven efforts and client support. Conducts a wide variety of marketing-related tasks and projects to help evolve and support all marketing efforts including planning, developing, research, design, and reporting, with a focus on social media, writing, SEO, an ... More
  • Westlake, OH 44145, USA ● Req #779
    Monday, October 3, 2022
    *This summer 2023 internship will be based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB SUMMARY: The Human Resources Intern will assist the Human Resources department with a variety of tasks related to multiple functions such as: employer branding, recruiting, onboarding new hires, benefits, wellness, associate training and development, performance management, policy and procedure management, and employee relations.       ESSENTIAL FUNCTIONS:Posts, updates, and r ... More
  • Westlake, OH 44145, USA ● Req #778
    Monday, October 3, 2022
    *This summer 2023 internship will be based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB SUMMARY: The IT Intern assists the Enterprise Technology Services (ETS) Department with a variety of tasks related to the design, development, and integration of Azure cloud-based API.      ESSENTIAL FUNCTIONS:Maintains and modifies existing APIs while maintaining documentation and testing standards Research and propose technical and process improvements to senior technical ... More
  • Westlake, OH 44145, USA ● Req #772
    Thursday, September 29, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB OVERVIEWThe 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 education related to ETC products and services available. This role often w ... More