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000440 - Investments - Institutional Services Processor - Metals

Westlake, OH 44145, USA Req #298
Wednesday, September 18, 2019
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

The Institutional Services Processor works in a call center environment with third parties as the first point of contact, providing education on all aspects of the account. Processes all requests associated with Precious Metals accounts. Serves as the point of contact for clients and precious metals dealers regarding all account questions.

 

ESSENTIAL FUNCTIONS:

• Reviews paperwork submitted for new accounts, purchases, sales, transfers, and distributions, as well as corrections to pending requests

• Contacts clients and third parties, primarily by phone, to discuss outstanding items and provide status updates on requests in process

• Accurately enters asset information and funding instructions in workflow system

• Answers incoming calls from clients and third parties to assist with questions regarding processing and paperwork and providing status updates

• Monitors the incoming call queue, being readily available to assist and keeping hold times within designated service level

 

OTHER FUNCTIONS:

• Reviews information entered into workflow by others to confirm accuracy

• Monitors and responds to incoming emails sent to the Precious Metals inbox

• Reconciles accounts based on the daily reporting from depository

• Submits documents for signing and prepares them for delivery

• Performs other duties as assigned

 

QUALIFICATIONS:

Education and Experience:

• High School Diploma or GED required

• Associate’s Degree in Arts/Science preferred

• Minimum 3 years of experience in a fast paced, customer driven environment

 

PROFESSIONAL CERTIFICATION(S):

• None required

 

TECHNICAL SKILLS:

• Intermediate level proficiency in Microsoft Office

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.

Other details

  • Pay Type Hourly
  • Westlake, OH 44145, USA