Associate, Equity Doc Prep

3 weeks ago

Fort Myers, United States Equity Trust Full time
This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period.

JOB OVERVIEW:

The Associate, Equity Doc Prep plays a crucial role in creating Limited Liability Corporations (LLCs), Business Tax IDs and other services. Supports the goals and objectives of Equity Trust Company leadership and ensure a superior client experience.

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 fast-paced, deadline-driven 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:

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral 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.

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.

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