Job Search

Loading...
  • Westlake, OH 44145, USA
    Req #341
    Friday, January 17, 2020
    The Financial Analyst is responsible for collecting, processing, and analyzing financial information utilized by stakeholders to design and implement business strategy. Supports forecasting and strategic planning process, management reporting, and business unit financial analysis. Ensures accuracy and integrity of reported data.   ESSENTIAL FUNCTIONS:              •Develops accurate and credible financial plans that are actionable and support business strategy •Proact ... More
  • Westlake, OH 44145, USA
    Req #299
    Friday, January 3, 2020
    The Account Executive assists clients with account open paperwork. Creates leads and opportunities and profile prospects and assists with additional sales activities as needed.   ESSENTIAL FUNCTIONS: • Answers inbound phone calls • Walks clients through application paperwork • Answers questions about the account open process • Cross-sells applicable accounts (Roth, HSA, etc.) and products (GLS, Education, etc.) • Supports house accounts and co ... More
  • Westlake, OH 44145, USA
    Req #335
    Friday, December 27, 2019
    The Operations Associate II, Deposits processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email and maintains documentation. Processes and reviews high volumes of standard tasks and transactions. ESSENTIAL FUNCTIONS: • Processes and reviews incoming checks in a timely manner to keep up with SLA’s and accurately checks for validity • Reconciles processed work ... More
  • Westlake, OH 44145, USA
    Req #328
    Monday, December 23, 2019
    The Internal Wholesaler works with the designated Business Development Manager(s) (BDM) to increase sales of Equity Trust (ETC) products by identifying and pursuing new opportunities and developing and implementing sales and marketing strategies.   ESSENTIAL FUNCTIONS: • Develops and implements sales plans and strategies with members of the sales teams • Grows existing relationships, as well as identifies and acquires new relationships to meet sales goals • ... More
  • Westlake, OH 44145, USA
    Req #329
    Monday, December 23, 2019
    The Relationship Manager I is the single point of contact for a portfolio of financial services professionals whose clients invest in non-traditional assets. Provides exceptional customer service while maintaining and achieving organic growth among assigned relationships and educates advisors, sponsors, and registered representatives so they are able to effectively deliver new business. Understands advanced/complex industry scenarios and communicates the company’s operational procedures wit ... More
  • Westlake, OH 44145, USA
    Req #330
    Monday, December 23, 2019
    The Digital Currency Specialist is the primary client facing representative for the execution of investments at Equity Trust, including Precious Metals, Real Estate, Digital Currency, etc. Focuses on the client experience in Digital Currency investment across account opening, investments and order execution. Understands time sensitive procedures and market exposure. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization and provides an excellen ... More
  • Westlake, OH 44145, USA
    Req #333
    Monday, December 23, 2019
    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 effectively across the organization and ensures a superior client experience.   ESSENTIAL FUNCTIONS: • Gathers, reviews and verifies required documents for com ... More
  • Westlake, OH 44145, USA
    Req #331
    Thursday, December 19, 2019
    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 reg ... More
  • Westlake, OH 44145, USA
    Req #327
    Thursday, December 19, 2019
    The Investment Processor reviews non-traditional 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: • Reviews paperwork submitted for investment requests; corrects pending requests • Contacts clients as well as third parties, primarily by phone ... More
  • Westlake, OH 44145, USA
    Req #324
    Wednesday, December 18, 2019
    The Supervisor, Relationship Management (RM) supervises a team of Relationship Managers, monitors staff activities and interactions to ensure high quality Equity Institutional (EI) client experiences, and ensures team is adhering to operational controls, corporate and regulatory policies, and procedures to ensure the safety and security of EI clients and Equity Trust Company (ETC) assets.   ESSENTIAL FUNCTIONS: • Serves as the primary point of contact for the RM team, in ... More
  • Westlake, OH 44145, USA
    Req #321
    Monday, December 9, 2019
    The Supervisor, Bill Pay/Asset Delivery performs day-to-day management of the operational functions related to retirement account distributions, including bill payments and death distributions. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization, and provides a superior client experience.   ESSENTIAL FUNCTIONS: • Monitors and coordinates the operations workflow and assists the team members with escalated issues • R ... More
  • Westlake, OH 44145, USA
    Req #325
    Monday, December 9, 2019
    The Team Lead I, Asset Servicing supports the Supervisor with day-to-day planning, implementation, and problem-solving to ensure the team achieves their daily goals in production and service. As a subject matter expert, the Team Lead serves as a resource and provides guidance by sharing knowledge and skills with team members. Helps support and implement operational change initiatives that increase overall customer satisfaction.   ESSENTIAL FUNCTIONS: • Directs team member ... More
  • Westlake, OH 44145, USA
    Req #302
    Tuesday, October 29, 2019
    The IT Support Analyst supports the Infrastructure group by servicing and troubleshooting software and hardware issues on internal client computers. Provides on-call, after hours and weekend support and travels to remote locations as assigned.   ESSENTIAL FUNCTIONS: • Orders, configures and provisions desktops, laptops, mobile devices and peripheral equipment • Handles 1st level tickets and incidents from ticketing system within agreed upon SLAs: password resets, user an ... More