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Equity Trust Jobs (NOW HIRING)

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

Equity Trust

Client Services Associate

Fort Myers, FL · Hybrid

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

Equity Trust

Workday HRIS Analyst

Westlake, OH · On-site

Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spell EPIC -- because that's what we strive to be for our clients and ...

Equity Trust

Senior Compliance Officer

Dallas, TX · Hybrid

Instills Trust 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 ...

Equity Trust

Workday HRIS Analyst

Westlake, OH

Project management experience CORE VALUES Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spell EPIC - because that's what we ...

Bessemer Trust Inc.

Equity Analyst

Manhattan, NY · Hybrid

$170K - $210K/yr

A long-only, multi-billion dollar mid-cap equity fund is looking for an experienced analyst to join ... Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and ...

Bessemer Trust Company

Equity Analyst

Manhattan, NY · On-site

$170K - $210K/yr

A long-only, multi-billion dollar mid-cap equity fund is looking for an experienced analyst to join ... Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and ...

First Hawaiian, Inc.

Equity Trader & Analyst

Honolulu, HI · On-site

$70K - $90K/yr

Familiarity with institutional advisory, trust, or private wealth management services. * Three (3) years of experience in equity trading, equity portfolio management, or related experience inclusive ...

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Equity Trust information

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$11K

$124.8K

$206K

How much do equity trust jobs pay per year?

As of Jul 22, 2026, the average yearly pay for equity trust in the United States is $124,835.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $158,500.00 per year, depending on experience, location, and employer.

Who is the CEO of Equity Trust?

Equity Trust is a financial services company, and its CEO is Joseph M. Mucci. He has been leading the company, overseeing operations related to self-directed IRAs and alternative investments.

What is the difference between Equity Trust vs Notary Public?

AspectEquity TrustNotary Public
CredentialsTrust certification, legal knowledgeNotary commission, legal training
Work EnvironmentFinancial institutions, trust companiesLegal offices, government agencies
Industry UsageFinance, estate planningLegal documentation, authentication

Equity Trust primarily involves managing financial assets and estate planning within the finance industry, requiring trust certifications. Notary Publics authenticate legal documents and affidavits, working mainly in legal settings. While both roles require legal knowledge, Equity Trust professionals focus on asset management, whereas Notaries focus on document verification.

What is the 3 month rule for jobs?

The 3 month rule for jobs often refers to a probationary period of three months during which an employee's performance is evaluated before confirming permanent employment. In roles like Equity Trust or similar financial or trust-related positions, this period allows employers to assess skills, reliability, and fit for the role. During this time, employees may receive additional training and feedback to meet job expectations.

What are some typical challenges faced by professionals working in Equity Trust roles, and how can they be addressed?

Professionals in Equity Trust roles often handle complex asset management, regulatory compliance, and client relationship challenges. Balancing the diverse needs of beneficiaries, ensuring accurate record-keeping, and staying current with evolving trust and tax laws can be demanding. Effective communication, attention to detail, and ongoing professional education are key to overcoming these challenges. Working collaboratively with legal, investment, and tax teams also helps ensure compliance and optimal outcomes for clients.

What are Equity Trust professionals and what do they do?

Equity Trust professionals typically work for companies that provide self-directed retirement accounts, allowing individuals to invest in a wide range of assets such as real estate, precious metals, and private placements. Their primary role is to help clients manage and administer these accounts in compliance with IRS regulations. They guide investors through the process of setting up accounts, purchasing assets, and ensuring all transactions are properly documented. Equity Trust professionals may also provide educational resources and support to help clients make informed investment decisions.

What are the key skills and qualifications needed to thrive as an Equity Trust Officer, and why are they important?

To thrive as an Equity Trust Officer, you need a solid understanding of trust administration, financial regulations, investment principles, and typically a degree in finance, law, or a related field. Familiarity with trust accounting software, compliance systems, and knowledge of relevant legal frameworks such as fiduciary duties are essential. Strong analytical skills, attention to detail, and effective communication help build trust with clients and navigate complex financial situations. These skills ensure the proper management of assets, compliance with legal standards, and the delivery of exceptional client service.

Is Equity Trust a good company to work for?

Equity Trust is a financial services company that offers custodial and trust services, often employing roles related to finance, compliance, and client support. Employee experiences vary, but the company is known for providing training and a professional work environment. Prospective employees should research specific roles and review current employee feedback for a comprehensive view.

Is Equity Trust a legit company?

Equity Trust is a reputable financial services company specializing in self-directed IRAs and custodial services. It is widely recognized in the industry and regulated by relevant authorities, making it a legitimate option for investors and account holders. Job seekers should verify specific roles and requirements through official channels.
More about Equity Trust jobs
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Equity Trust jobs near you
Infographic showing various Equity Trust job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $124,835 per year, or $60 per hour.
Client Onboarding Specialist

Client Onboarding Specialist

Equity Trust

Westlake, OH • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

*This position is based out of our Westlake, OH office but eligible for a hybrid schedule after successful completion of the probationary period. 

JOB OVERVIEW:
The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client account. Strives to improve client satisfaction, enhance and expand client relationships and provides additional opportunities or education related to the products and services available. Works cross functionally with Sales, Client Services, and Operations to strengthen client loyalty, referrals and retention. 

RESPONSIBILITIES & DUTIES:
  • Provides sales, service, and execution support for new client relationships by placing outbound calls to assist with establishing a new client account, providing status updates, and working to effectively fund their account.
  • Communicate via telephonically and by email to clients and referrals sources detailed instructions for the completion of activities. 
  • Manage pipeline of existing clients, coordinating all aspects of account funding, online access, and investment processing. 
  • Coordinates communication with internal operations partners to ensure successful completion of account funding and investment purchases.
  • Gathers, reviews, and verifies required transfer and investment documentation for completion and accuracy. 
  • Contacts various contra firms to assist clients with the facilitation of a transfer or rollover of assets/cash.
  • Maintains thorough knowledge and understanding of Equity Trust’s products and service.
  • Assist clients with online registration of the myEQUITY portal and walking clients through different functionalities within the portal.
  • Delivers distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous.
  • Recognizes client needs to offer additional opportunities or education related to their investment goals.
  • Facilitate client requested investment transactions by working with financial advisors, title companies and asset providers.
  • Builds rapport and strengthens relationships while servicing client needs.
  • Assist in improving the businesses online reputation by requesting clients to provide positive client feedback. 
  • Works collaboratively in a team environment to achieve team, department, and overall business commitments.
  • Acts as trusted resource and support for the Sales Team.
  • Assists other departments as needed.
  • Follows assigned work schedule with regular and predictable attendance.
  • Perform other duties as assigned.

QUALIFICATIONS:
  • Associate degree in business or related field preferred; three (3) years of experience in financial services industry may be considered in lieu of a degree.
  • Minimum three (3) years of customer service experience. 
  • Retirement product knowledge or financial services experience 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 Microsoft Office.
  • Ability to type a minimum of 45 WPM (accurately) preferred.
  • Basic 10 key skills.

CORE VALUES:
Our core values are our foundation and the guiding principles we embody to support Equity’s mission. Together, our values spell EPIC — because that’s what we strive to be for our clients and stakeholders every day.
  • Excellence – Our standard.
  • Passion – In everything we do.
  • Integrity – Without compromise.
  • Collaboration – Stronger together.

We are looking for team members who embody these values in their daily work and interactions.

PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.
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.