Equity Trust Company · 19 hours ago
Operations Associate II, Account Services & Transfers
Westlake, OH 44145
Full-time
Hybrid
Entry Level
1+ years expEquity Trust Company is a financial services company seeking an Operations Associate II for their Account Services and Transfers department. The role involves processing new accounts, managing transfers, and providing exceptional customer service to clients via phone and email.
Financial Services
Responsibilities
Processes new client accounts
Provides status updates to clients regarding new accounts, incoming and outgoing transfers, and file maintenance requests
Resolves client concerns, performs research and responds accordingly both internally and externally
Corresponds with clients to clarify corrections and requests additional information as needed
Updates client account information to ensure accuracy of client information
Processes returned mail received and prepares and mails out client documents
Coordinates the transfer of cash and assets through successor custodians
Ensures accuracy of information through data verification affording timely processing of transfer requests
Ensures document maintenance and retention procedures are followed in accordance with company procedures
Assists other departments as needed
Performs other duties as assigned
Qualification
Required
High School Diploma or GED
Minimum 1 year of experience in the retirement and/or financial industries
Minimum 1 year of experience in a customer driven environment
Basic level of proficiency in Microsoft Office
Basic 10 key skills
Attention to detail
Active listening skills
Organizational skills
Time management
Written and verbal communication
Preferred
Experience with IRS guidelines
Ability to type a minimum of 45 WPM
Company
Equity Trust Company
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
George Sullivan
Chief Executive Officer
Joe Stolz
Chief Technology Officer
Company data provided by crunchbase