Equity Trust Company · 3 weeks ago
Operations Associate II, Bill Pay/Asset Delivery
Westlake, OH 44145
Full-time
Hybrid
Entry Level
1+ years expEquity Trust Company is seeking an Operations Associate II for their Westlake, OH office. The role involves processing client requests, providing exceptional service, and managing transactions efficiently while maintaining documentation.
Financial Services
Responsibilities
Reviews and processes distributions, bill pays, and internal movements accurately and in accordance with client instructions and approved procedures
Processes transactions efficiently and manages time to meet or exceed the team productivity target
Sets up/updates/cancels recurring payments per client request
Executes call back procedures to provide consistent, high-quality service to our clients
Assists colleagues across the organization to resolve client issues
Assists Team Lead and Supervisor with performing research and responding to colleagues’ requests
Responds to inquiries from internal and external sources via e-mail and telephone
Collects outstanding fees from clients
Performs other duties as assigned
Qualification
Required
High school diploma or equivalent
Minimum 1 year of experience in the retirement and/or financial industries
Basic level proficiency in Microsoft Office
Intermediate 10 key skills
Attention to Detail
Time Management
Written and Verbal Communication
Preferred
Able to type at least 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