Job description
- Reviews and processes distributions, bill pays, and internal movements accurately and in accordance with client instructions and approved procedures.
- Processes transactions efficiently and manages time to meet or exceed the team productivity target.
- Sets up/updates/cancels recurring payments per client request.
- Executes call back procedures to provide consistent, high-quality service to our clients.
- Assists colleagues across the organization to resolve client issues.
- Assists Team Lead and Supervisor with performing research and responding to colleagues’ requests.
- Responds to inquiries from internal and external sources via e-mail and telephone.
- Collects outstanding fees from clients.
- Performs other duties as assigned.
QUALIFICATIONS:
- High school diploma or equivalent.
- Minimum 1 year of experience in the retirement and/or financial industries.
PROFESSIONAL CERTIFICATION(S):
- None required.
TECHNICAL SKILLS
- Basic level proficiency in Microsoft Office.
- Intermediate 10 key skills.
- Able to type at least 45+ WPM preferred.
BEHAVIORAL COMPETENCIES
- In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
- Attention to Detail.
- Time Management.
- Written and Verbal Communication.
PHYSICAL DEMANDS/WORK ENVIRONMENT:
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
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.
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