← View all Equity Trust careers

Equity Trust Logo

Associate, Equity Specialty Services / Doc Preparation

Fort Myers, Florida•Full-time
Apply
About the Job
This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of our 90-day 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.
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.
Apply