Equity Trust in United States
30 jobs at Equity Trust in United States
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Investment Processor
3 weeks ago
Equity Trust Westlake, United States*This position is located in our Westlake, OH office but eligible for a hybrid schedule. · JOB OVERVIEW:The Investment Processor reviews alternative investment paperwork to assure accurate completion of proper investment documentation. Liaison serves as a single point of contact ...
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Marketing Operations Specialist
1 week ago
Equity Trust Westlake, United States*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after probationary period. · JOB OVERVIEWThe Marketing Operations Specialist is responsible for all lead support activities within Marketing and Sales. Duties include but are not limited to ...
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Public Investment Processor
1 day ago
Equity Trust Westlake, United States*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period. JOB SUMMARY: · The Public Investment Processor reviews investment requests to verify that each submission includes all appropriate documentation, and is titled ...
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client service representative
1 day ago
Equity Trust Westlake, OH , USA, United StatesThis position is eligible to be fully remote. Candidates located in a 75-mile radius of Westlake, OH, or Sioux Falls, SD would be required to come into the office on a hybrid schedule (2 days home maximum). · JOB OVERVIEW: · The Client Service Representative delivers a superior c ...
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Custodian
3 weeks ago
Equity Trust Westlake, United StatesJOB OVERVIEW · The Facilities Maintenance/Custodian 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. furnit ...
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Client Success Manager
4 weeks ago
Equity Trust Westlake, United States*This position is based in our Westlake, OH location and is eligible for a hybrid schedule after probationary period. · JOB OVERVIEW:The Institutional Client Success Manager (CSM) effectively manages and supports Equity Trust Company's (ETC) high value, Institutional clients. Del ...
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Facility Maintenance Technician
1 day ago
Equity Trust Fort Myers, United StatesWhen you work at Equity Trust, there is never a dull moment You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge th ...
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Brokerage Operations Associate
1 month ago
Equity Trust Dallas, United States*This position is based out of our Dallas, TX office but eligible for a hybrid remote schedule. · JOB OVERVIEW · The ETC Brokerage Operations Associate role provides institutional broker dealer operations support. This entails client onboarding, asset movement, trade settlement, ...
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Operations Associate III
3 weeks ago
Equity Trust Westlake, United StatesThis position is based out of our Westlake, OH facility and is full-time in-office JOB OVERVIEW · The Operations Associate III, Deposits demonstrates an advanced understanding of incoming check deposits and money movements. In this role, you will review complex tasks and transact ...
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Content Marketing Specialist
3 weeks ago
Equity Trust Westlake, United States*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after probationary period. · JOB OVERVIEWThe Content Marketing Specialist will write and edit marketing content that advances prospects through the sales funnel, as well as other external ...
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Sales Onboarding Specialist
6 days ago
Equity Trust Westlake, United States*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after 90 days (2 days remote). · JOB OVERVIEW · The Onboarding Specialist for the Sales EI team supports institutional relationships by serving as a point of contact for establishing and fu ...
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beneficiary client service analyst
1 day ago
Equity Trust , OH, United StatesWhen you work at Equity Trust, there is never a dull moment You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge th ...
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client services associate
1 day ago
Equity Trust , FL, United States* This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period. · When you work at Equity Trust, there is never a dull moment You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a su ...
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Supervisor, Investment Operations
2 weeks ago
Equity Trust Westlake, United StatesJOB OVERVIEWThe Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include, Public Investments, Real Estate, Private Debt, Private Equity, Gold Level Service, Institutional Investments, Training, and Investment Loggers. Work ...
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Digital Solutions Analyst
3 days ago
Equity Trust Westlake, United StatesThis position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period. · JOB OVERVIEWThe Digital Solutions Analyst is responsible for continuous exploration, analysis, and deployment of digital solutions that enable strategic themes ...
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Cloud Engineer
1 week ago
Equity Trust Dallas, United States*This position is located in our Dallas, TX office but eligible for a hybrid schedule after a probationary period. · JOB OVERVIEWThe Cloud Engineer plays a crucial role in designing, implementing, and managing cloud solutions on the Microsoft Azure platform. Contributes to drivi ...
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Account Executive II
6 days ago
Equity Trust Westlake, United StatesThis position requires a full-time schedule in-office* · JOB OVERVIEW · The Account Executive (AE) creates leads and opportunities by profiling prospects. · RESPONSIBILITIES & DUTIES · Makes outbound phone calls to leads with current and past interest · Qualifies prospective clie ...
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Team Lead
3 weeks ago
Equity Trust Westlake, United States*This position is located in our Westlake, OH office but eligible for a hybrid remote schedule. · JOB OVERVIEWThe Team Lead II, Investments directs the day-to-day functions within the call center and the workflow system. Serves as a subject matter expert and provides guidance to ...
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Staff Accountant
2 days ago
Equity Trust Fort Myers, United States*This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period. When you work at Equity Trust, there is never a dull moment You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a super ...
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Sales Trainer
3 weeks ago
Equity Trust Westlake, United StatesJOB OVERVIEW:The Business Development Trainer performs technical/financial training for the Private Client Group, Enterprise, Institutional, and other business development groups, which includes new hire training, ongoing skills training, individual and group coaching, system enh ...