Associate, Equity Specialty Services

EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES•Iona, FL

6d•Hybrid

About The Position

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.

Requirements

High School Diploma or GED required
Intermediate level of proficiency in Microsoft Office Suite

Nice To Haves

Associate or Bachelor’s degree in Finance, Business or related field preferred
LLC product knowledge or financial services experience preferred
Salesforce (CRM) experience preferred

Responsibilities

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
Performs other duties as assigned