Client Service Operations Specialist - Trust Accounting Disbursements

*This position is based out of our Westlake, OH office and will have a hybrid schedule after the probationary period.

The Client Service Operations Specialist - Disbursements demonstrates an advanced understanding of outgoing money movements. Reviews complex tasks and transactions, and maintain documentation within established service levels.

RESPONSIBILITIES & DUTIES:

• Processes all outgoing cash functions in the Trust Accounting Department in accordance with all documented processes and procedures for ACH and Wires.
• Runs, prints, organizes, and distributes standard and cashier checks using Trust Accounting and banking systems.
• Calls in file totals for ACH processing in accordance with our banking system.
• Processes voids on outstanding checks and stop payment requests.
• Initiates and process daily bank transfers and wire request domestic and international.
• Balances daily disbursement transactions ensuring accuracy and entering all items in Trust Accounting and bank accounts.
• Recommends improvements to existing processes and procedures.
• Collaborates with team members to ensure all daily tasks are completed by end of each day.
• Follows assigned work schedule with regular and predictable attendance.
• Perform other duties as assigned.

QUALIFICATIONS:

• HS diploma or equivalent required.
• Associate degree in Business, Finance, or related field preferred.
• Minimum 2 years of experience in the banking and/or financial services industry.
• Experience in the retirement industry preferred.
• In person interaction that includes actively collaborating with colleagues and participating in team or company meetings.

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, with expert-level proficiency in Excel.
• Intermediate 10-key skills with a minimum of 9,000 KSPH preferred.
• Ability to type 45+ words per minute (WPM) preferred.

CULTURAL COMPETENCIES: In addition to our core company competencies of Excellence, Passion, Integrity, and Collaboration, a successful candidate in this role should exhibit the following behavioral competencies:

• Attention to Detail & Accuracy: Consistently produces accurate work in transaction processing and data entry while maintaining high quality standards.
• Client Focus & Communication: Responds promptly to client needs, provides clear and professional communication, and follows through on commitments.
• Accountability & Time Management: Takes ownership of assigned work, manages competing priorities effectively, and meets service level agreements consistently.
• Adaptability & Learning: Embraces new processes and systems, seeks opportunities to expand knowledge, and adjusts to changing work demands.
• Collaboration & Teamwork: Works effectively with colleagues across departments, shares knowledge, and contributes to team success.

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.