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Internal Audit Associate

2 months ago

Westlake, Ohio, United States Equity Trust Full time

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.

Internal Auditor I

This position is based out of our Westlake office and offers a hybrid schedule after the probationary period.

Job Summary

The Internal Auditor, Level I provides an objective, independent, and risk-based evaluation of the adequacy and effectiveness of the Company's operational and financial controls.

Essential Functions
  • Understands business processes and identifies potential risks during audit planning
  • Conducts narrative meetings and walkthroughs to assess procedures and controls within each business process
  • Develops an audit plan to evaluate the design and operating effectiveness of internal controls, business processes, and procedures
  • Prepares audit reports with clearly identified issues to present to management
  • Works with management to document responses to any issues identified during the audit, as well as a timeframe for resolution
  • Coordinates and performs remediation testing
Other Functions
  • Participates in regular training, both internal and external, to stay abreast of new techniques in the audit profession
  • Performs other duties as assigned
Qualifications Education and Experience
  • Minimum two (2) years of experience in public accounting or Internal Audit
  • Bachelor's degree in Accounting, Finance, or a related field
Professional Certifications
  • None required
Technical Skills
  • Proficiency in Microsoft Office
  • Knowledge of statistical sampling techniques and applications for auditing and data processing a plus
Behavioral Competencies

In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.

  • Action-oriented
  • Problem-solving
  • Organizational agility
  • Presentation skills
  • Planning
Physical Demands/Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the employee is regularly required to sit, talk, and hear. The employee frequently is required to use hands to type on a keyboard.