What are the responsibilities and job description for the Operations Associate II, Bill Pay/Asset Delivery position at Equity Administrative Services Inc And Affiliates?
When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future!
- This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.
JOB SUMMARY:
The Operations Associate II, Bill Pay/Asset Delivery processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email; processes and reviews complex tasks and transactions in high volumes; maintains documentation.
ESSENTIAL FUNCTIONS:
- Reviews and processes distributions, bill pays, and internal movements accurately and in accordance with client instructions and approved procedures
- Processes transactions efficiently and manages time to meet or exceed the team productivity target
- Sets up/updates/cancels recurring payments per client request
- Executes call back procedures to provide consistent, high-quality service to our clients
- Assists colleagues across the organization to resolve client issues
OTHER FUNCTIONS:
- Assists Team Lead and Supervisor with performing research and responding to colleagues requests
- Responds to inquiries from internal and external sources via e-mail and telephone
- Collects outstanding fees from clients
- Performs other duties as assigned
QUALIFICATIONS:
Education and Experience:
High school diploma or equivalent
- Minimum 1 year of experience in the retirement and/or financial industries
PROFESSIONAL CERTIFICATION(S):
None required
TECHNICAL SKILLS
- Basic level proficiency in Microsoft Office
- Intermediate 10 key skills
- Able to type at least 45 WPM preferred
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
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.
