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Sr. Manager, Investment Operations

Equity Trust Company
Westlake, OH
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Job Description: JOB SUMMARY: The Senior Manager of Investments leads, ...
Details
Summary
About the job:
develops, and manages a team (or teams) within the Investments department. Exhibits and embraces Equity Trust Company (ETC) Core Values and leads their team to do the same. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization, and provides an excellent client experience. ESSENTIAL FUNCTIONS: - Develops, implements, and improves team processes and procedures - Identifies opportunities to improve efficiency, quality, and consistency of the team work product - Reviews and...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
General and Operations Managers
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Sales Trainer

Equity Trust
Westlake, OH
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JOB OVERVIEW: The Business Development Trainer performs technical/financial ...
Details
Summary
About the job:
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 enhancement training, and training on legislative changes. Collaborates with management and business unit teams to identify opportunities for operational efficiency and process improvements, while always focusing on the client experience. RESPONSIBILITIES & DUTIES: - Prepares associates to perform job functions by...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
Training and Development Specialists
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information

Public Investment Processor

Equity Trust Company
Westlake, OH
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When you work at Equity Trust, there is never a dull moment! You get to be a ...
Details
Summary
About the job:
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! - This position...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
Loan Interviewers and Clerks
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Supervisor, Investment Operations

Equity Trust Company
Westlake, OH
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Job Description: JOB OVERVIEW The Supervisor, Investment Operations provides ...
Details
Summary
About the job:
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. Works closely with Team Leads to ensure the team members are meeting both team and individual expectations. Cultivates positivity about the Company and supports initiatives, encouraging team members to do the same. RESPONSIBILITIES & DUTIES - Directly responsible for multiple investment teams as...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
Business Operations Specialists, All Other
Career Level / Education:
High school diploma or equivalent
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Business Development Trainer

Equity Trust Company
Westlake, OH
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JOB OVERVIEW The Business Development Trainer performs technical/financial ...
Details
Summary
About the job:
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 enhancement training, and training on legislative changes. Collaborates with management and business unit teams to identify opportunities for operational efficiency and process improvements, while always focusing on the client experience. RESPONSIBILITIES & DUTIES - Prepares associates to perform job functions by...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
Training and Development Specialists
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information

Client Success Manager

Equity Trust Company
Westlake, OH
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This position is located in our Westlake, OH office but eligible for a ...
Details
Summary
About the job:
hybrid schedule after 90 days of employment (2 days work from home per week). JOB OVERVIEW The Institutional Client Success Manager (CSM) effectively manages and supports Equity Trust Company’s (ETC) high value, Institutional clients. Delivers a next-generation client success experience by blending education (ETC policies, procedures, and online tools/resources) with an exceptional client experience, that demonstrates measurable results and long-term customer value. RESPONSIBILITIES & DUTIES - Manage a book of...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
First-Line Supervisors of Office and Administrative Support Workers
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Certified Service Manager
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information

Operations Associate II, Account Services & Transfers

Equity Trust Company
Westlake, OH
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When you work at Equity Trust, there is never a dull moment! You get to be a ...
Details
Summary
About the job:
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! - This position...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Entry Level Jobs (less than $30K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Events Manager

Equity Trust Company
Westlake, OH
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JOB OVERVIEW The Events Manager handles all activities related to industry ...
Details
Summary
About the job:
events/tradeshows, ETC Wealth Building Workshops, and Expert Webinars. Collaborates with members of the Marketing department, sales leadership, and traveling sales team members to plan and execute effective event participation. Coordinates efforts across sales and marketing departments to ensure business goals and objectives are achieved. RESPONSIBILITIES & DUTIES - Manage the company’s participations in Industry Events and Tradeshows, inclusive of: Identifying, vetting, and selecting appropriate tradeshows to...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
Meeting, Convention, and Event Planners
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information

Fraud Analyst

Equity Trust Company
Westlake, OH
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- This position is located in our Westlake, OH office is eligble for a ...
Details
Summary
About the job:
hybrid schedule after probationary period. JOB OVERVIEW The Fraud Analyst manages the Fraud Prevention Program including analytic and investigative work related to fraud, suspicious activity, and risk mitigation. The position will synthesize data and fact patterns into relevant reporting while partnering with departments throughout the company to implement fraud prevention measures. RESPONSIBILITIES & DUTIES - Assess the company’s fraud risk profile to apply appropriate risk management processes. - Evaluate controls and...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
Fraud Examiners, Investigators and Analysts
Career Level / Education:
Bachelor's degree
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Certified Fraud Examiner
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

None Specified

Equity Trust Company
Westlake, OH
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*This position is located in our Westlake, OH office but eligible for a ...
Details
Summary
About the job:
hybrid remote schedule. JOB OVERVIEW The Paralegal supports the legal department by logging, researching, analyzing, and responding to internal and external client and third-party concerns and document requests. In this role, you will also assist counsel with projects, organizing and recordkeeping of complaints and litigation, and day-to-day administrative tasks. RESPONSIBILITIES & DUTIES - Research and retrieve information and documents from trust accounting and workflow systems in response to subpoenas and requests for...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
Paralegals and Legal Assistants
Career Level / Education:
Associate's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
3
Graphic Literacy
3
Workplace Documents
6
apply
Detailed Job Information
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