Operations Associate III, Trust Accounting

4 weeks ago

Westlake, United States Equity Trust Full time

* This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period.

JOB OVERVIEW

The Operations Associate III, Trust Accounting processes client requests accurately, efficiently, and in accordance with documented processes and procedures. In this role, you will provide exceptional service to our clients via phone and email and maintain proper documentation. You will often process and review high volumes of standard tasks and transactions.

RESPONSIBILITIES & DUTIES

* Research client account information to ensure accurate processing
* Handle incoming and outgoing client correspondence in a timely and efficient manner
* Index information into company systems based on set parameters for the incoming or outgoing request
* Assist other members of the department in daily roles
* Assist the department team lead and supervisor with resolving client issues, conducting research, and responding to colleagues' requests
* Create new processing actions from the scanning and indexing of physical and electronic documents
* Prioritize document requests that are expedited or otherwise urgent to meet client investment needs
* Scan images/documents for new processing requests and store documents in client account records
* Perform other duties as assigned

QUALIFICATIONS

* HS diploma or equivalent required
* Minimum 1 year of experience in the retirement and/or financial industries preferred

PROFESSIONAL CERTIFICATIONS

* None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

* Basic-level proficiency in the Microsoft Office suite of applications
* Intermediate 10-key skills
* Ability to type 45+ words per minute (WPM) 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
* Communicates Effectively
* Resourcefulness
* Balances Stakeholders

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. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.

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