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.
Current Positions
Paralegal III
Westlake, Ohio•Full-time
Operations Associate II, Document Management / Mailroom
Westlake, Ohio•Full-time
Dedicated Operations Associate
Westlake, Ohio•Full-time
Operations Associate III - Deposits
Westlake, Ohio•Full-time
Operations Supervisor - Account Services & Transfers
Westlake, Ohio•Full-time
Account Executive II
Westlake, Ohio•Full-time
Our Values
Here at Equity Trust, our core values are our foundation and the guiding principles we embody to support our mission.
To better serve our clients in a universal way, we will…
Be bold & creative
Innovate and anticipate change with agility
Be curious
Inquire to know more and never stop learning
Be invested
Provide value beyond the transaction and own the solution
Be collaborative
Ignite opportunity through communication and maintain an open mind
Become the expert
Strive to be better tomorrow than we are today
Our Culture
Equity Trust is built on the idea that success is rooted in cultivating a culture of lifelong learning. We are constantly seeking out new ways to facilitate feedback loops and troubleshoot challenges. We value the voices of all our associates and encourage everyone to participate in making this a great place to work.
Additionally, Equity Trust understands the importance of embracing diversity and inclusion to enrich the culture of our workplace. We strive to leverage the benefits of a diverse work environment by understanding and respecting the differences among all associates; thus, optimizing creativity, and allowing our workforce to thrive from one another’s unique perspectives.
Additionally, Equity Trust understands the importance of embracing diversity and inclusion to enrich the culture of our workplace. We strive to leverage the benefits of a diverse work environment by understanding and respecting the differences among all associates; thus, optimizing creativity, and allowing our workforce to thrive from one another’s unique perspectives.
We recognize that diversity is not only a reality of our global economy, it is a distinct advantage that we value and welcome. Understanding and respecting the experiences and realities of all associates allows us to broaden our perspectives of our colleagues, our clients, and ourselves. It is our commitment to provide exceptional customer service to our diverse client base by nurturing and retaining a workforce that reflects the world in which we live.
Why join us?
If you are motivated by working with a diverse group of associates in an ideas-driven environment that is fast-paced and ever-changing, then this is the place for you! Here at Equity Trust, we welcome the ideas and opinions of all our associates and encourage active collaboration across business units. We offer a wide variety of opportunities that appeal to diverse skills sets and professional backgrounds, and encourage you to contact us today for more information about these amazing opportunities!