What are the responsibilities and job description for the Operations Associate III, Deposits position at Equity Administrative Services Inc And Affiliates?
- This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.
JOB OVERVIEW
The Operations Associate III, Deposits demonstrates an advanced understanding of incoming check deposits and money movements. In this role, you will review complex tasks and transactions, and maintain documentation within established service levels.
RESPONSIBILITIES & DUTIES
Process automated bulk dividend files from asset providers through secure file transfer protocol (SFTP) sites
Run deposits for 401(k) plans and non-plans
Process returned deposit checks rejected by the bank
Research and process returned outstanding checks to find resolution and ensure client satisfaction
Balance daily transactions ensuring accuracy and entering all times in Trust Accounting and bank accounts
Collaborate with team members to ensure all daily tasks are completed by end of each day
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
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 Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
Customer Focus Communicates Effectively
Resourcefulness 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 Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
