Mar 03, 2022
Investment Processor Featured
When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future! *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule. JOB SUMMARY: The Investment Processor reviews non-traditional investment requests to verify that each submission includes all appropriate documentation and is titled properly to ensure ownership through the client’s self-directed IRA. Works with clients to obtain necessary...
Equity Trust Company 1 Equity Way, Westlake, OH, USA