Associate, Equity Doc Prep - Fort Myers, United States - Equity Administrative Services Inc And Affiliates
2 weeks ago
Description
_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 superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path.
Come join our mission and learn what it truly means to self-direct your future:
JOB OVERVIEW:
The Associate, Equity Doc Prep plays a crucial role in creating Limited Liability Corporations (LLCs), Business Tax IDs and other services.
RESPONSIBILITIES & DUTIES
- Gathers, reviews, and verifies required documents for completion fulfillment of services offered through Equity Doc Prep
- Responsible for the formation of business entities for our customers
- Responsible for the creation of unique business tax IDs
- Works with stakeholders across teams located in Ft. Myers, FL and Westlake, OH
- Monitors and maintains operational pipeline
- Monitors and updates corporate actions
- Institutes continuous improvement approaches where appropriate; assess processes and make recommendations for workflow improvements
- Works collaboratively in a team environment to achieve team, department, and overall business goals
- Ability to multitask in a fastpaced, deadlinedriven environment
- Resolves client issues and concerns
- Provides project support
- Performs other duties as assigned
QUALIFICATIONS
- High School Diploma or GED required
- Associate or Bachelor's degree in Finance, Business or related field preferred
- LLC product knowledge or financial services experience preferred
PROFESSIONAL CERTIFICATIONS
- None required
TECHNICAL SKILLS:
- Intermediate level of proficiency in Microsoft Office Suite
- Salesforce (CRM) experience preferred
CULTURAL COMPETENCIES:
- Customer Focus
- Collaborative
- Resourcefulness
- Situational Adaptability
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.
