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  • ● Req #673
    Wednesday, July 6, 2022
    JOB SUMMARY: The Senior Manager, Investments & Training will lead, develop and manage the primary client facing team for the execution of investments at Equity Trust (ETC), including Precious Metals, Public Investments, Digital Currency, and Operations and Investments Training. They will focus on the entire client experience: account opening, investments, and order execution. Partners with Operations and Investment teams to provide new employee training and on-going training for existing staff. ... 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 #731
    Monday, June 27, 2022
    JOB SUMMARY: The Qualified Plans Specialist administers Solo 401(k) plans, including calculating contributions, monitoring IRC 415 limits, providing annual reports, and develop client relationships. Handles customer service inquiries and solves operational issues and annual regulatory compliance requirements.     ESSENTIAL FUNCTIONS:•Responds to inquiries from plan sponsors regarding account balances, participant distributions and loans, and tax reporting•Completes annual plan administration ... More
  • ● Req #726
    Thursday, June 23, 2022
    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, bill pays, and internal movements accurately and in accordance with client instructions and appro ... More
  • ● Req #724
    Wednesday, June 22, 2022
    *This position will be based out of our Westlake, OH or our Sioux Falls, SD office but eligible for a hybrid remote schedule. JOB SUMMARY: The Team Lead I supports the department by providing technical expertise and on-boarding assistance for new and existing Client Services Representatives.      ESSENTIAL FUNCTIONS:Conducts training of new client services classesReviews failed quality call audits with associatesHandles escalated client issues and ensures that they are resolved in a timely manne ... 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 #722
    Wednesday, June 15, 2022
    JOB SUMMARY:The Senior Manager of Operations provides overall management, direction, and guidance of operational activities of Equity Trust Company and Equity Administrative Services (herein referred to as the “Company”) to maximize growth and profitability. He/she exhibits and embraces the Company’s Core Values and leads their team to do the same. Supports the goals and objectives of leadership, collaborates effectively across the organization, and provides superior client experience.     ESS ... 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
  • ● Req #702
    Wednesday, June 15, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule. JOB OVERVIEWThe Senior Manager of Sales Enablement manages a team responsible for providing critical sales support, the development and delivery of sales enablement assets, and the distribution of knowledge, tools, and information to execute sales and drive results. Manages all aspects of business solutions including responding to client experience opportunities, the development of reporting and ana ... 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
  • ● Req #697
    Wednesday, June 15, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB OVERVIEW:The Marketing and Sales Operations Specialist provides operational and technical support to the Marketing and Sales departments. The Sales Operations Specialist's duties include but are not limited to, lead distribution, data cleanup, reporting and data communication. Also supports the ongoing evolution of all sales and marketing tools used by the teams including enhancements and improve ... 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
  • Virtual ● Req #659
    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 Business Development Manager sells Equity Institutional (EI) custodial services through three channels: broker dealers, registered investment advisors, and product sponsors who offer alternative investments and cross-sell other offerings of Equity Trust Company (ETC) in addition to custodial services.ESSENTIAL FUNCTIONS:Executes an existing sales plan utilizin ... More
  • Virtual ● Req #542
    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 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 #597
    Wednesday, June 15, 2022
    JOB SUMMARY: The Senior Sales Manager assists with formulating the sales strategy.  Plans, implements and directs sales activities to achieve goals defined in the sales strategy. Inspires and creates a motivating environment through proactive coaching and performance development. Ensures clients receive excellent service. Monitors staff activities and interactions with prospects and clients to ensure the Sales team is adhering to operational controls, including legal, corporate, and regulatory p ... 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 #695
    Monday, June 6, 2022
    *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule. JOB SUMMARY: The Institutional Services Processor works with internal clients and third parties as the first point of contact, providing education, support, and processing 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 escalated questions.ESSENTIAL FUNCTIONS:Reviews paper ... More
  • ● Req #719
    Tuesday, May 24, 2022
    JOB SUMMARY: The Vice President, Head of Marketing defines, develops and executes the marketing plan designed to optimize Equity Trust’s (herein referred to as “Company”) brand, while promoting value proposition and generating qualified leads in an economically efficient manner consistent with budget. Collaborates and partners closely with the leaders of multiple departments to ensure that the Company’s needs are addressed. Delivers marketing goals in alignment with the goals of the Company.   E ... 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