Financial Services Liaison
3 weeks ago
Job Title: Financial Services Liaison
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.
Job Overview:
The Financial Services Liaison services and guides existing clients and investment sponsors through processes related to completing self-directed investments.
Works closely with clients, vendors, and other team members to exchange information and documents related to client investments.
Key Responsibilities:
• Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits).
• Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and other client transactions.
• Effectively learns and communicates IRS rules and regulations related to IRAs.
• Utilizes CRM system to keep all transaction and case statuses updated, as well as logging all communication.
• Enters details of new investment submissions for onboarding.
• Uses DocuSign to create e-signing templates.
• Builds and maintains relationships with account holders, vendors, and referral sources.
• Coordinates with third-parties such as investment managers, brokers, attorneys, transfer agents, and fund administrators to ensure timely processing of transactions.
• Collaborates across departments to assist with special projects, as necessary.
• Identifies opportunities to assist vendors with new account applications and/or upcoming capital calls and capital raises.
• Creates and maintains processes to regularly follow up with top vendors and clients.
Requirements:
• 1-3 years of experience in a service-oriented or sales assistant role.
• Experience in Accounting, Finance, or Administration is preferred.
• Bachelor's degree in Finance or related field preferred.
Salary: $55,000 - $65,000 per year
This salary estimate is based on national averages for similar positions in the United States.
Location: Fort Myers, FL
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