- Partner with third-party vendors, fund companies and internal teams to facilitate client trade requests and monitors trade order information
- Complete daily settlement to ensure trades and transactions reflect timely in client accounts
- Research corporate action exception reporting and reconciles outages on accounts
- Complete reconciliation of internal system information with broker reporting to ensure accurate record keeping
- Prepare and execute all required paperwork, payment forms and outgoing mail correspondence according to client direction
- Maintain SLAs, productivity measurements, and quality audits/assessments
- Accurately enter asset information and funding instructions in workflow system
- Answer incoming calls from clients and third parties to assist with questions regarding processing and paperwork and providing status updates
- Respond and resolve other research items as assigned, to ensure accuracy of statements, billing, and other company initiatives
- Updates accounts that require manual processing to reflect reinvested dividends and ensures incoming cash dividends are applied properly
- Monitors internal inboxes and responds or disseminates accordingly
- Submits documents for signing and prepares them for delivery
- Identifies areas for process improvement and collaborates across teams to implement changes
- Revises and modifies department procedures to align with current and new team processes
- Performs other duties as assigned
- High School Diploma or GED required
- Bachelor's degree in Business, Finance, or related field preferred
- Minimum 2 years of experience in operations preferred
- Minimum 2 years of experience in a fast-paced, customer-driven environment
- None required
- Basic level proficiency in Microsoft Office
- Customer Focus
- Resourcefulness
- Communicates
- Effectively Instills Trust
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Public Investment Processor - Westlake, United States - Equity Trust
Description
*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 properly to ensure ownership through the client's self-directed IRA. Works with clients to obtain necessary corrections to complete the request(s).
ESSENTIAL FUNCTIONS:
Education and Experience:
TECHNICAL SKILLS:
BEHAVIORAL COMPETENCIES
In addition to the core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient:
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 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 .
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.
