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  • Westlake, OH 44145, USA
    Req #328
    Thursday, April 2, 2020
    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 #391
    Wednesday, April 1, 2020
    The Client Service Rep II provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activity includes: assisting clients with financial transactions; researching client inquiries which range from questions regarding required filings to asset holdings; forms completion; general online assistance; managing the overall client experience.   ESSENTIAL FUNCTIONS: • Provides follow-up on client concerns, issues, and transaction pro ... More
  • Sioux Falls, SD, USA
    Req #389
    Tuesday, March 31, 2020
    The Client Service Rep II provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activity includes: assisting clients with financial transactions; researching client inquiries which range from questions regarding required filings to asset holdings; forms completion; general online assistance; managing the overall client experience.   ESSENTIAL FUNCTIONS: • Provides follow-up on client concerns, issues, and transaction pro ... More
  • Westlake, OH 44145, USA
    Req #385
    Monday, March 23, 2020
    The Broker works in a fast-paced operational and trading oriented position in the home office of a broker dealer. Drives to succeed, possesses excellent customer service skills, and is knowledgeable about securities trading rules and regulations as well as back office functions. The opportunity provides the ability to enhance learning in securities trading, investment operations, and the trust custody business model as well as building strong client relationship skills.                ... More
  • Westlake, OH 44145, USA
    Req #373
    Friday, March 20, 2020
    The Quality Assurance Specialist assists with maintaining data integrity, performing proactive proofing, and reviewing tax corrections. Performs call audits, Operations team audits and reports feedback to management. Processes and reviews high volumes of standard tasks and transactions. Collaborates with other QA Specialists, Operations associates, and all levels of Operations management. Exhibits and embraces Equity Trust Company (ETC) Core Values.          ESSENTIAL FUNCTIONS:• Performs routin ... More
  • Westlake, OH 44145, USA
    Req #377
    Wednesday, March 18, 2020
    The Marketing Specialist I develops and drives lead and revenue generating campaigns. Builds new educational products that support the needs of clients and prospects.                                                                                ESSENTIAL FUNCTIONS: • Develops and executes leads generation and branding campaigns with the Marketing Manager, including but not limited to: direct mail campaigns; email campaigns; social media campaigns; and event campaigns • Coordinates with t ... More
  • Westlake, OH 44145, USA
    Req #378
    Wednesday, March 18, 2020
    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, regarding outstanding i ... More
  • Westlake, OH 44145, USA
    Req #379
    Wednesday, March 18, 2020
    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, regarding outstanding it ... More
  • Westlake, OH 44145, USA
    Req #381
    Wednesday, March 18, 2020
    The Team Lead I, Deposits is a subject matter expert that demonstrates consistency, accuracy and advanced understanding necessary to work with minimal supervision. Processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email. Processes and reviews complex tasks and transactions and maintains documentation.                                                                            ... More
  • Westlake, OH 44145, USA
    Req #380
    Wednesday, March 18, 2020
    The Operations Associate I, Safekeeping 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 clients ... More
  • Westlake, OH 44145, USA
    Req #386
    Wednesday, March 18, 2020
    The Qualified Plans Specialist II provides plan consulting and 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. Serves as a liaison between the Third-Party Administrator (TPA) and the client, handles customer service inquiries with multiple participant plans and solves operational issues with ... More
  • Westlake, OH 44145, USA
    Req #357
    Tuesday, March 17, 2020
    The Sales Enablement and Integration  Manager provides operational support to EI and Retail Sales management and to their sales teams while serving as the sales liaison with the Marketing and Product departments. They will streamline the sales processes and handoffs between the business units, while ensuring consistent execution and commitment of sales resources to product and/or marketing programs. In addition, they will track and report key metrics to ensure that sales goals are reached. ... More
  • Westlake, OH 44145, USA
    Req #376
    Thursday, March 12, 2020
    The Senior Sales Operations Specialist provides operational support to EI and Retail Sales management and to their sales teams while serving as the sales liaison with the Marketing and Product departments. They will streamline the sales processes and handoffs between the business units, while ensuring consistent execution and commitment of sales resources to product and/or marketing programs. In addition, they will track and report key metrics to ensure that sales goals are reached.     ESSENTIA ... More
  • Westlake, OH 44145, USA
    Req #375
    Monday, March 9, 2020
    The Internal Auditor, Level I provides an objective, independent and risk-based evaluation of the adequacy and effectiveness of the Company’s operational and financial controls.         ESSENTIAL FUNCTIONS:• Understands business processes and identifies potential risks during audit planning• Conducts narrative meetings and walkthroughs to assess procedures and controls within each business process• Develops an audit plan to evaluate the design and operating effectiveness of internal controls, bu ... More
  • Westlake, OH 44145, USA
    Req #368
    Thursday, March 5, 2020
    The Institutional Services Processor works in a call center environment with third parties as the first point of contact, providing education on all aspects of the account. Processes all requests associated with Precious Metals accounts. Serves as the point of contact for clients and precious metals dealers regarding all account questions.     ESSENTIAL FUNCTIONS:• Reviews paperwork submitted for new accounts, purchases, sales, transfers, and distributions, as well as corrections to pending requ ... More
  • Westlake, OH 44145, USA
    Req #371
    Thursday, March 5, 2020
    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 elements • Performs a variety of transactions to establish and maintain accounts and investments • Communicates with vendors and third partie ... More
  • Westlake, OH 44145, USA
    Req #364
    Friday, February 28, 2020
    The Senior Manager, Operations leads, develops, and manages a team (or teams) within Operations. Exhibits and embraces Equity Trust Company (ETC) Core Values and leads their team to do the same. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization, and provides an excellent client experience.      ESSENTIAL FUNCTIONS:• Develops, implements, and improves team processes and procedures• Identifies opportunities to improve efficiency, quality, and con ... More
  • Westlake, OH 44145, USA
    Req #363
    Monday, February 24, 2020
    Performs routine high volume, time sensitive reconciliations requiring research and problem-solving skills.  Monitor and resolve exceptions using various resources to maintain service level agreement and escalate if necessary.  Collaborates with management and team to identify opportunities for operational efficiency and process improvement.         ESSENTIAL FUNCTIONS:• Performs reconciliation functions utilizing automated tools and/or manual intervention to ensure that exceptions are identifie ... More
  • Westlake, OH 44145, USA
    Req #360
    Monday, February 24, 2020
    The Operations Associate II, Bill Pay/Asset Delivery processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email; processes and reviews complex tasks and transactions in high volumes; maintains documentation.         ESSENTIAL FUNCTIONS:• Reviews and processes distributions, bill pays, and internal movements accurately and in accordance with client instructions and approved procedur ... More
  • Westlake, OH 44145, USA
    Req #362
    Monday, February 24, 2020
    The Team Lead I, Bill Pay/Asset Delivery supports the Supervisor with day to day planning, implementation, and problem solving to ensure their team achieves their daily goals in production and service.  As a subject matter expert, the Team Lead I serves as a resource and provides guidance by sharing their knowledge and skills with team members. Assists and performs processes facing capacity constraints.           ESSENTIAL FUNCTIONS:• Assists the Supervisor in maintaining service levels across a ... More
  • Westlake, OH 44145, USA
    Req #349
    Friday, February 14, 2020
    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, inco ... More
  • Westlake, OH 44145, USA
    Req #356
    Thursday, February 13, 2020
    The Supervisor, Client Services supervises the activities and assists in the day-to-day operations of the call center. Develops and evaluates a team of Client Service Reps and Team Lead(s).   ESSENTIAL FUNCTIONS: • Plans, directs, manages, and evaluates workflow of department and analyzes need for process or procedure improvements • Conducts monthly associate reviews and coaches associates for continuous improvement • Enforces Company policy and regulations ... More
  • Westlake, OH 44145, USA
    Req #352
    Thursday, February 13, 2020
    The Project Manager manages multiple approved projects concurrently as assigned, taking them through the full project lifecycle including scope, estimation, execution, implementation, and support. Provides project management and systems development processes across the Company. Maintains the project plan and reports consolidated Risks, Actions, Issues and Decision (RAID) and provides weekly status reports.   ESSENTIAL FUNCTIONS: • Creates detailed project plans and sched ... More
  • Westlake, OH 44145, USA
    Req #355
    Tuesday, February 11, 2020
    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 by verifying entrie ... More
  • Westlake, OH 44145, USA
    Req #347
    Monday, January 27, 2020
    The Team Lead II, Investments directs the day-to-day functions within the call center and the workflow system. Serves as a subject matter expert and provides guidance to all team members.   ESSENTIAL FUNCTIONS: • Assists all Investment Team members with questions regarding processing of investments • Monitors workloads to ensure work is evenly disbursed and coverage is provided for absences • Provides assistance by processing and contacting clients • Monito ... More