Associate, Equity Specialty Services

*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after the training and probationary period.

JOB OVERVIEW

The Associate, Equity Specialty Services is a key contributor to delivering exceptional service to our Solo 401(k) customers while also facilitating the creation of Limited Liability Corporations (LLCs), Business Tax IDs and other specialized solutions. The role supports the goals and objectives of Equity Trust Company leadership and ensures an outstanding client experience at every touchpoint.  

RESPONSIBILITIES & DUTIES

• Gathers, reviews, and verifies required documents for completion fulfillment of services offered through Equity Specialty Services.
• Responsible for providing client support to our Solo 401(k) customer base
• Responsible for the formation of business entities for our customers
• Responsible for the creation of unique business tax IDs
• Works with stakeholders across teams located in Ft. Myers, FL and Westlake, OH
• Monitors and maintains operational pipeline
• Monitors and updates corporate actions
• Institutes continuous improvement approaches where appropriate; assess processes and make recommendations for workflow improvements
• Works collaboratively in a team environment to achieve team, department, and overall business goals

• Ability to multitask in a fast-paced, deadline-driven environment
• Resolves client issues and concerns
• Provides project support
• Follows assigned work schedule with regular and predictable attendance
• Performs other duties as assigned

QUALIFICATIONS

• High School Diploma or GED required
• Associate or Bachelor’s degree in Finance, Business or related field preferred
• LLC product knowledge or financial services experience preferred
• In person interaction that includes actively collaborating with colleagues and participating in team or company meetings

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

• Intermediate level of proficiency in Microsoft Office Suite
• Salesforce (CRM) experience preferred

CORE VALUES

Our core values are our foundation and the guiding principles we embody to support Equity’s mission. Together, our values spell EPIC — because that’s what we strive to be for our clients and stakeholders every day.

• Excellence – Our standard
• Passion – In everything we do
• Integrity – Without compromise
• Collaboration – Stronger together

We are looking for team members who embody these values in their daily work and interactions.

PHYSICAL WORK ENVIRONMENT

This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.