What are the responsibilities and job description for the Quality Control Representative position at Equity Trust?
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.
- 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.
- 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.
- None required.
- Basic level proficiency in Microsoft Office.
- Attention to Detail.
- Time Management.
- Written and Verbal Communication.
- Business Acumen.
- 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.
OTHER FUNCTIONS :
QUALIFICATIONS :
Education and Experience :
PROFESSIONAL CERTIFICATION(S) :
TECHNICAL SKILLS :
BEHAVIORAL COMPETENCIES :
In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
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.
About Equity Trust :
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
