- This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period.
- 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
-
Asset Servicing, Operations Associate II
5 days ago
Equity Trust Westlake, United States Full time*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, securit ...
-
Industrial Electrician
2 weeks ago
Horizon Group Berea, OH, United States Freelance: · As a provider of personal services, we support our selected clients with experienced and competent professional staff. We pay attention to long-term employment periods and good working conditions for our employees. There is an option for takeover · Tasks, Competencies and Res ...
-
Production Underwriter
3 days ago
FM Global Cleveland, United States Full timeFM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operation ...
-
Facilities Technician
1 week ago
International Leadership of Texas Cleveland, United States**Primary Purpose**: · The Facilities Manager/Technician is responsible for the repairs and maintenance of all facilities within a geographical region, acting as the contact for emergency situations that affect the campus's ability to open for business. Additionally, the Faciliti ...
-
Cashier - Part-time
4 days ago
Hometown Grocers, Inc. Lake Mills, United States Part timeJob Summary: · **Job Title: Cashier** · **FLSA Status: Hourly** · **Reports To: Guest Services Manager** · A Cashier is responsible for maintaining outstanding guest service through efficient and courteous cashiering by processing sales quickly, reacting to guest needs and safegu ...
-
Advisor Services
1 week ago
Fidelity Investments, Inc. Westlake, United StatesThe Client Service Representative (CSR) supports Registered Investment Advisors (RI - As) that custody their clients assets with Fidelity. You will work within a Service Team environment based on a service tier, which consists of dedicated lines of b Client Service, Advisor, Repr ...
-
Cascade Ventures Forest City, United StatesThe BRITA Group is one of the world's leading experts in optimized and personalized drinking water. BRITA is a hidden champion that has recognized and successfully developed a market niche. Our most important asset is our team of over 2,000 employees around the globe. Freedom, pe ...
-
Senior Systems Engineer
3 days ago
Fidelity TalentSource LLC Westlake, United States· Job Description: · The Role · As a Senior Systems Engineer on the Systems engineering team, you ll get the opportunity to develop your skills and collaborate with engineers across Fidelity in a fun and dynamic environment. You will work closely with engineering teams to deploy ...
-
Corporate Security Officer
1 week ago
American Greetings Corporation Westlake, United StatesJob Description · We are currently seeking to fill a second shift position for a security officer at our Creative Studios in Westlake, Ohio. The ideal candidate will be professional, adaptable to change, and be customer service oriented. · In this role, you will be scheduled from ...
-
Beneficiary Client Service Analyst
1 week ago
Equity Trust Westlake, 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 ...
-
Principal Architect
1 week ago
Fidelity Investments Westlake, United StatesJob Description: · Fidelity is hiring a Principal Architect - Application Integration (Rest API, Messages, Streaming) at Fidelity Investments. · Fidelity Enterprise Architecture - Integration Services Center of Excellence to build and support outstanding products for its highly b ...
-
Principal Architect
1 week ago
Fidelity Investments Westlake, United StatesJob Description: · Fidelity is hiring a Principal Architect - Application Integration (Rest API, Messages, Streaming) at Fidelity Investments. · Fidelity Enterprise Architecture - Integration Services Center of Excellence to build and support outstanding products for its highly b ...
-
Advisor Services
2 weeks ago
Fidelity TalentSource LLC Westlake, United States· Job Description: · Please note this is a pipeline requisition. \u00A0As opportunities become available, we will evaluate applicants and reach out when we have viable a position open. · The Role · The Client Service Representative (CSR) supports Registered Investment Advisors ...
-
Client Service Representative
1 week ago
Equity Trust Westlake, 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 ...
-
Senior Representative, Brokerage Operations
3 days ago
Fidelity TalentSource LLC Westlake, United StatesJob Description: · The Role · As a member of the Transfer of Assets Receives Team, you will be responsible for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions.\u00A0 Within this role, you will ...
-
Corporate Security Officer
6 days ago
American Greetings Corporation Westlake, United StatesJob Description · We are currently seeking to fill a first shift position for a Security Officer at our Creative Studios in Westlake, Ohio. The ideal candidate will be professional, adaptable to change, and be customer service oriented. · In this role, you will be scheduled from ...
-
Corporate Security Officer
1 week ago
American Greetings Corporation Westlake, United StatesJob Description · We are currently seeking to fill a third shift position for a security officer at our Creative Studios in Westlake, Ohio. The ideal candidate will be professional, adaptable to change, and be customer service oriented. · In this role, you will be scheduled from ...
-
Operations Associate II, Account Services
1 week 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 Operations Associate II for the Account Services and Transfers department processes new accounts, incoming and outgoing transfers and file ...
-
Business Architect
1 week ago
The Charles Schwab Corporation Westlake, United StatesYour Opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.The Transformation Solutions team at Schwab is a cross-funct ...
-
Hotline Operations Specialist
1 week ago
Charles Schwab Corporation Westlake, United StatesYour Opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · Client Reporting and Security Service (CRSS) is art of ou ...
Operations Associate II, Asset Servicing - Westlake, United States - Equity Trust
Description
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 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 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.