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  • ● Req #754
    Tuesday, August 9, 2022
    *This position is located in our Westlake, OH office but eligible for a hybrid remote schedule. *Salary starting at $105,000 depending on experience.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. M ... More
  • ● Req #750
    Monday, August 8, 2022
    JOB SUMMARY: The Operations Associate I 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:•Researches client account information to ensure accurate processing•Handles incoming and outgoing client correspondence in a timely and efficient manner•Indexe ... More
  • Virtual ● Req #542
    Friday, August 5, 2022
    *This position is based out of our Westlake, OH office but is eligible for a hybrid, primarily, or fully remote schedule. JOB SUMMARY:The Software Engineer partners withal areas of the business and will play a role in all phases of the Information Technology project lifecycle. This individual will be looked to to apply their technical expertise in designated technical disciplines, taking ownership of their processes. They will grow a strong understanding of Equity’s technology and platforms, an ... More
  • ● Req #754
    Thursday, August 4, 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
  • ● Req #745
    Thursday, August 4, 2022
    JOB SUMMARY:The Data Entry Specialist provides ongoing support to the Investment Team by ensuring superior document management and security of all physical and executed documents. Ensures the creation of a digital record for each investment request through the workflow system.      ESSENTIAL FUNCTIONS:Scans documents for the creation of new processing requests and the storing of documents in client account recordsScans all signed documents related to private, public, and precious metal inves ... More
  • ● Req #749
    Wednesday, August 3, 2022
    *This position is located in our Westlake, OH office but eligible for a hybrid remote schedule. JOB SUMMARY:The Associate Technical Product Manager plans, organizes, documents and controls assigned product development throughout the product lifecycle by working with stakeholders from the business, IT, and third-party teams. Works closely with Product Managers to drive new product development efforts to fulfill corporate goals, as well as manages and monitors existing product support. ESSENTIAL F ... More
  • ● Req #748
    Wednesday, August 3, 2022
    JOB SUMMARY: The Management Analyst collaborates with senior and executive leadership to facilitate data driven, stakeholder-oriented decisions to provide direct value add to the organization. Drives communication and transparency across the organization to provide direction, prioritization, analysis, control and execution to ensure consistency with company strategy, commitments and goals.       ESSENTIAL FUNCTIONS:•Compiles strategic and tactical reporting, including Key Process Indicators ... More
  • ● Req #747
    Thursday, July 28, 2022
    *This position is located in 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 to f ... More
  • ● Req #741
    Monday, July 18, 2022
    *This position is located in our Westlake, OH office but eligible for a hybrid remote schedule. JOB SUMMARY: The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client account. Strives to improve client satisfaction, enhance and expand client relationships and provides additional opportunities or education related to the products and services available. Works cross functionally with Sales ... More
  • ● Req #726
    Thursday, July 14, 2022
    *This position is located in our Westlake, OH office but eligible for a hybrid remote schedule. JOB SUMMARY: 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, bi ... More
  • Virtual ● Req #682
    Thursday, July 14, 2022
    JOB OVERVIEWThe Financial Data Analyst prepares financial reports that serve as summary information for leadership. This role is responsible for identifying relevant insights and compiling analytical reports that enable other employees in the company to make sound decisions. The Financial Data Analyst works with large number sets, analyzes them, and turns them into recommendations and takeaways for management or clients.RESPONSIBILITIES & DUTIESConduct data and cash flow analysis, financial fore ... More
  • ● Req #736
    Wednesday, July 6, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB SUMMARY: The Senior Financial Accountant focuses on the generation, preparation, and communication of complete and accurate information to support effective decision making, management, internal controls, and financial reporting. ESSENTIAL FUNCTIONS:Generates, prepares, and communicates complete and accurate information to support effective decision making, management, internal controls, and fina ... More
  • ● Req #720
    Monday, June 20, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB SUMMARY: 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 experien ... More
  • ● Req #710
    Wednesday, June 15, 2022
    JOB OVERVIEWThe Facilities Maintenance Technician is responsible for the general maintenance and up-keep of the Westlake, Ohio location and its surrounding grounds. Supports the Maintenance Supervisor by cleaning, repairing, installing, and maintaining the building (i.e. furniture, electrical, plumbing, heating, and air conditioning systems) as required. Will be required to work outside in different conditions and climates for: snow removal, patio clean-up, trash removal, general property clean- ... More
  • ● Req #707
    Wednesday, June 15, 2022
    *This position is based out of our Westlake, OH or Denver, CO office but eligible for a hybrid remote 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 ... More
  • Virtual ● Req #670
    Wednesday, June 15, 2022
    *This position is based out of our Westlake, OH office but is eligible for a hybrid, primarily, or fully remote schedule.JOB SUMMARY: The Senior Software Engineer partners with all areas of the business, participating in all phases of the Information Technology project lifecycle. They will apply their expertise in various technical disciplines while working with a variety of technology – ultimately creating the opportunity for high impact within the organization. A leader who will bring in new t ... More
  • *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.  JOB OVERVIEWThe Operations Associate IV provides performs Third Party Administrative (TPA) services for institutional client accounts in accordance with documented processes and procedures. Provides exceptional service to all clients and works with minimal supervision. Performs a variety of tasks associated with establishing accounts, posting transactions of cash and investments, and maintaining ac ... More
  • ● Req #704
    Tuesday, June 14, 2022
    JOB SUMMARY: 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 Representatives and Team Lead(s).      ESSENTIAL FUNCTIONS:Follows the guidelines set forth in the Equity Trust Service Philosophy Plans, directs, manages, and evaluates departmental workflow and analyzes need for process or procedure improvements Conducts monthly associate reviews and coaches associates for continuous ... More
  • ● Req #652
    Friday, June 10, 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
  • ● Req #721
    Monday, June 6, 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
  • ● Req #713
    Tuesday, May 17, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote scheduleJOB SUMMARY: The Accountant I actively participates in and supports the process for filing federal 990-T and respective state tax returns for clients with UBTI and UDFI tax accountabilities. This position shares responsibility to monitor, report and reconcile state withholding obligations, and process timely remittances and filings to state taxing authorities. ESSENTIAL FUNCTIONS:Uses various software ... More