Equity Trust Westlake , OH 44145
Posted 2 months ago
JOB OVERVIEW:
The Dedicated Operations Associate handles all applicable client requests including, but not limited to, new accounts, incoming and outgoing transfers, purchases, sales, distributions, 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 the dedicated relationship.
RESPONSIBILITIES & DUTIES:
QUALIFICATIONS:
PROFESSIONAL CERTIFICATIONS:
TECHNICAL SKILLS:
To be successful in this role, you should have experience with and an understanding of the following:
CULTURAL COMPETENCIES:
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.
Equity Trust