- Gathers, reviews and verifies required documents for completion and accuracy including asset setup, valuations, and corrections
- Guarantees continued maintenance of existing assets including fair market value updates, matured notes, note modifications and updating client's assets by utilizing statements provided by the asset provider
- Works with Asset Sponsors to obtain appropriate tax reporting requirements and pricing updates
- Monitors unsettled assets to ensure appropriate documentation is on file
- Confirms tender offers, quarterly redemption notifications and proxy and prospectus are issued to account holders
- Monitors and updates corporate actions
- Institutes continuous improvement approaches where appropriate; assesses 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 fast-paced, deadline-driven environment
- Demonstrate success in problem solving and resolving client issues/concerns
- Provide project support as assigned
- Perform other duties as assigned
- High School Diploma or GED required
- Associate or Bachelor's degree in Finance, Business or related field preferred
- Retirement product knowledge or financial services experience preferred
- None required
- Computer proficiency with intermediate Microsoft Office skills
- Detail-oriented
- Listening skills
- Time management Written and verbal communication
- Dealing with ambiguity
- Composure
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Asset Servicing, Operations Associate II - Westlake, United States - Equity Trust
Description
*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 experience.
ESSENTIAL FUNCTIONS:
OTHER FUNCTIONS:
QUALIFICATIONS:
Education and Experience:
PROFESSIONAL CERTIFICATIONS:
TECHNICAL SKILLS:
BEHAVIORAL COMPETENCIES:
In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role 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, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and 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 can be 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.
About Equity Trust:
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.
