Investment Processor

Location

Westlake, OH | United States

Job description

*This position is located in our Westlake, OH office but eligible for a hybrid schedule.

JOB OVERVIEW:

The Investment Processor reviews alternative investment paperwork to assure accurate completion of proper investment documentation. Liaison serves as a single point of contact and is required to provide a superior level of service to our clients, advisors, and asset sponsors through various forms of communication. Accurate, timely and efficient processing of all investment activities is a requirement of the liaison position to meet investors closing deadlines. 

RESPONSIBILITIES & DUTIES:

• Services multiple clients through managing a workflow queue, identify problems and achieve resolution.
• Provides consistent updates to clients and third parties via telephone and email promptly and professionally as necessary.
• Answers internal and external phone calls, make outbound phone calls to clients, advisors, and asset sponsors.
• Completes investment requests while striving for a zero-error rate.
• Builds rapport with high-net-worth individuals, industry professionals and advisors.
• Works with multiple departments in the company to assist in managing the investor experience.
• Works independently as well as in a team environment to assist when needed.
• Strong interpersonal skills with the ability to effectively communicate with peers and senior management.
• Exercises judgment to know when to escalate issues to a manager or supervisor.
• Perform other duties as assigned.

QUALIFICATIONS:

• High School Diploma or equivalent.
• Associates Degree in Business/Finance preferred.
• Real Estate, Loan, Financial or Banking background preferred.
• Minimum 3 years of experience in an operationally driven environment preferred.
• 3+ years of customer service experience preferred.
• Proven track record of successfully managing projects from inception to completion.

PROFESSIONAL CERTIFICATIONS:

• None required.

TECHNICAL SKILLS:

To be successful in this role, you should have experience with and an understanding of the following: 

• Intermediate level proficiency in Microsoft Office.

CULTURAL COMPETENCIES:

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: 

• Communicates Effectively
• Customer Focus
• Plans & Aligns
• Balances Stakeholders

PHYSICAL DEMANDS/WORK ENVIRONMENT:

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

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.

Job tags

Salary