Administrative Specialist: Investment Operations

2 days ago


Westlake, Ohio, United States Equity Trust Full time
About Equity Trust

We 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 Summary

This role supports the operations team in maintaining accurate and efficient processing of client requests, ensuring compliance with documented processes and procedures. The successful candidate will possess excellent organizational and communication skills, as well as the ability to work effectively in a fast-paced environment.

Responsibilities:
  • Process client requests accurately and efficiently, adhering to established protocols and guidelines.
  • Maintain accurate records and documentation, both physical and electronic.
  • Operate in a professional office environment, utilizing standard office equipment.
  • Collaborate with the operations team to ensure seamless processing and resolution of client inquiries.
  • Perform other related duties as assigned.
Requirements:
  • High School Diploma or equivalent required.
  • Associate's degree preferred.
  • Minimum 1 year of data entry and/or document management experience preferred.
  • Minimum 1 year experience in a fast-paced, customer-driven environment preferred.
Preferred Skills:
  • Basic level proficiency in Microsoft Office.
  • Intermediate 10-key skills.
  • Able to type at least 45+ WPM preferred.
Estimated Salary Range:$55,000 - $65,000 per annum, depending on location and experience.

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