What are the responsibilities and job description for the Quality Control Representative position at EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES?
Job Details
Description
*This position is based out of our Westlake, OH office but eligible for a hybrid schedule after the probationary period.
JOB SUMMARY:
The Quality Control Representatives reviews client paperwork and confirms that the information matches what was entered in workflow by the Investment Processor. Ensures that each account reflects the funding and value of the asset accurately and funds are disbursed based on client instruction.
ESSENTIAL FUNCTIONS:
• Reviews final investment documentation package and compares the terms with the information entered in workflow to ensure accuracy
• Communicates with Investment Processor when discrepancies arise between workflow and documents
• Confirms the investment requested is processed through systems and the account reflects the appropriate asset valuation and funding amount
• Prioritizes workload appropriately to ensure that urgent requests are handled and deadlines are met for funding each investment
OTHER FUNCTIONS:
• Communicates with Disbursements Team when necessary to ensure awareness of requests that deviate from normal processing standards
• Submits correction requests when inconsistencies are identified
• Performs other duties as assigned
QUALIFICATIONS:
Education and Experience:
• High School Diploma or GED required
• Associate’s Degree in Arts/Science preferred
• Minimum 3 years of experience in a fast paced, customer driven environment
PROFESSIONAL CERTIFICATION(S):
• None required
TECHNICAL SKILLS:
• Basic level proficiency in Microsoft Office
BEHAVIORAL COMPETENCIES
In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
• Attention to Detail • Time Management
• Written and Verbal Communication • Business Acumen
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role 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, stand, walk, use hands and fingers, and reach with hands and arms. It 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. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.
Qualifications
