Financial Operations Specialist
1 week ago
The Financial Operations Specialist role at Equity Trust Company is a key position that requires attention to detail and excellent communication skills. As an Operations Associate II in the Account Services and Transfers department, you will be responsible for processing new accounts, incoming and outgoing transfers, and file maintenance requests accurately and efficiently.
This role involves developing and enhancing the client experience by providing superior customer service and support to clients through phone and email interactions. You will be expected to resolve client concerns, perform research, and respond accordingly both internally and externally.
Essential Functions:
- Process new client accounts with precision and timeliness
- Provide timely updates to clients regarding account status, transfer requests, and file maintenance
- Resolve client concerns through effective communication and research
- Correspond with clients to clarify corrections and requests additional information as needed
- Update client account information to ensure accuracy and completeness
- Process returned mail and prepare and mail client documents efficiently
- C Coordinate cash and asset transfers through successor custodians with accuracy and speed
- Ensure data verification for timely processing of transfer requests
Other Functions:
- Maintain document retention procedures in accordance with company guidelines
- Assist other departments as needed to achieve team goals
- Perform other duties assigned by management
Requirements:
- High School Diploma or equivalent required
- Minimum 1 year of experience in retirement and/or financial industries preferred
- Minimum 1 year of experience in customer-facing environments
Estimated Salary Range:$45,000 - $60,000 per annum based on location and experience
We offer a competitive salary package, comprehensive benefits, and opportunities for growth and development within the company. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
-
Financial Services Operations Specialist TX
6 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a highly motivated Financial Services Operations Specialist to join our Restricted Stock Services team in Texas. As a key member of the team, you will be responsible for assisting clients with selling restricted securities while ensuring regulatory compliance.About the RoleThe ideal candidate will have a strong understanding of...
-
Financial Reporting Specialist
7 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob OverviewFidelity TalentSource LLC seeks a highly skilled Financial Reporting Specialist to join our team. In this role, you will be responsible for reviewing registration statements and other reporting requirements for Fidelity's U.S. operations. As a Financial Reporting Specialist, you will utilize your analytical skills and attention to detail to...
-
Financial Settlements Specialist
1 week ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly skilled Financial Settlements Specialist to join our team at Fidelity Investments.As a key member of our settlements team, you will be responsible for delivering exceptional service to internal and external clients by ensuring timely and accurate settlement of transactions in accordance with policies, procedures, and...
-
Senior Financial Operations Manager
2 days ago
Westlake, Ohio, United States Firelands Scientific The Landing Dispensaries Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Operations Manager to join our team at Firelands Scientific / The Landing Dispensaries. As a key member of our accounting department, you will play a vital role in maintaining financial records and reports, performing account reconciliations, and assisting with close processes.
-
Financial Services Specialist
6 days ago
Westlake, Ohio, United States First Federal Lakewood Full timeJob SummaryFirst Federal Lakewood is seeking a highly skilled Financial Services Specialist to join our team in foreclosure prevention. In this role, you will work closely with borrowers to counsel and educate them on foreclosure prevention alternatives, ensuring that they understand their options and are empowered to make informed decisions about their...
-
Technical Operations Specialist
7 days ago
Westlake, Ohio, United States Technology Recovery Group Full timeJob SummaryWe are seeking a detail-oriented Technical Operations Specialist to join our team at Technology Recovery Group. This is an exciting opportunity for a NetSuite administrator to take ownership of standard administrative duties for a multi-subsidiary NetSuite environment.About UsTechnology Recovery Group, a subsidiary of TruWest Holdings, scales...
-
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob DescriptionThe Financial Services Regulatory Compliance Specialist plays a critical role in ensuring the smooth execution of restricted stock transactions for high net worth clients, including executive suite officers, corporate directors, and holders of restricted stock. This involves acquiring accurate clearances and making regulatory filings as...
-
Lead Financial Controls Specialist
1 week ago
Westlake, Ohio, United States Fidelity Investments Full timeAt Fidelity Investments, our Finance strategic objective is to ensure a strong financial controls environment. The Global Financial Controls Center of Excellence (GFC-CoE) supports this objective by evaluating the design and operating effectiveness of key processes that impact our financial statements.The Senior Associate role in our GFC function will...
-
Tax Specialist
2 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob OverviewFidelity TalentSource LLC seeks a highly skilled Tax Specialist to support client inquiries and maintain client cost information for purposes of providing accurate tax statements and client channels.The successful candidate will provide cost basis research, lot cost updates, and explanation of cost basis calculations to institutional and retail...
-
Financial Services Risk Specialist
6 days ago
Westlake, Ohio, United States Mindlance Full timeJob SummaryThe Wealth and Advice Solutions organization at Mindlance is seeking a highly analytical individual to join our Risk Oversight & Remediation team. As a key member of the team, you will play a critical role in managing oversight reporting for the SIP offer and supporting the maintenance of policies & procedures.Proactively identify areas of...
-
Desktop Support Specialist
4 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAbout Fidelity TalentSourceFidelity TalentSource, formerly known as Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms.Job Description:We are seeking a skilled Desktop Support Specialist to join our team. As a Desktop Support Specialist, you will be...
-
IT Enterprise Risk Management Specialist
6 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking an IT Enterprise Risk Management Specialist to join our team at Fidelity Investments. This role will involve leading or participating in professional teams to execute technical audit projects, evaluating the design and effectiveness of applications, infrastructure, and cybersecurity controls and processes.Key...
-
Westlake, Ohio, United States Equity Trust Full timeAbout Equity TrustWe empower 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.Job SummaryThis role supports the operations team in maintaining accurate and efficient...
-
Water and Fuel Systems Specialist
6 days ago
Westlake, Ohio, United States United States Air Force Full timeAbout the JobWe are seeking highly trained Water and Fuel Systems Maintenance specialists to manage the plumbing, wastewater collection systems, liquid fuel storage, and natural gas distribution systems on every base.ResponsibilitiesAs a Water and Fuel Systems Maintenance specialist, you will be responsible for:Managing and maintaining water and fuel systems...
-
Cloud Engineering Specialist
6 days ago
Westlake, Ohio, United States Qualitative Financials Full timeQualitative Financials is seeking a Cloud Engineering Specialist to join their team in Westlake, T.X.As a Cloud Engineering Specialist, you will be responsible for designing, building, and maintaining cloud-based systems that meet the needs of Fidelity Investments. Your primary focus will be on Azure and AWS cloud engineering, DevOps, and Service Now.The...
-
Strategic Communications Specialist
2 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a skilled Strategic Communications Specialist to join our team. This role will focus on developing and delivering high-quality communication materials through various channels to help our clients deliver critical information to their employees.Job ResponsibilitiesManage the creation and deployment of communications related to...
-
Westlake, Ohio, United States First Federal Lakewood Full timeJob DescriptionThe Foreclosure Prevention and Collections Specialist is a key role at First Federal Lakewood, where you will provide critical support to borrowers facing delinquency. This position requires a unique blend of empathy, financial acumen, and technical expertise.Responsibilities:Delinquent Account ManagementConduct foreclosure prevention...
-
Operations Director of Growth
6 days ago
Westlake, Ohio, United States Equity Trust Company Full timeJob DescriptionWe are seeking a highly experienced Senior Director of Operations to lead our operational activities and drive growth and profitability.The ideal candidate will have a minimum of 10 years of experience in an operations management role, preferably in financial services or the retirement industry. A Bachelor's degree in Business Administration...
-
Financial Operations Associate
3 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeWhy Work with Us?Fidelity Investments is recognized as one of the best places to work in 2024. We offer a hybrid working model that blends the benefits of onsite and offsite work experiences. As a member of our team, you will enjoy:Competitive Compensation: A salary range of $75,000 - $95,000 per year.Flexible Working Arrangements: Enjoy a balance between...
-
Technical Support Specialist Texas Position
4 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAt Fidelity TalentSource LLC, we are seeking a skilled Technical Support Specialist to join our team in Texas. This is a challenging and rewarding role that requires strong technical expertise and excellent communication skills.Fidelity Investments is one of the largest and most diversified global financial services firms, and as a Technical Support...