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Equity Trust Jobs (NOW HIRING)

Equity Trust

Trust Operations Manager

Las Vegas, NV

*The selected candidate must be local to our Las Vegas, NV office or be willing to relocate and have availability to report in-office full-time. JOB OVERVIEW The Trust Operations Manager will lead the ...

Equity Trust

Solutions Architect

Westlake, OH

$58.25 - $76.75/hr

Maintains deep fluency in Equity Trust's existing product capabilities and surface reuse opportunities before any net-new build is considered * Challenges the instinct to build new by asking: where ...

Equity Trust

Senior Graphic Designer

Westlake, OH · On-site

$59K - $81K/yr

... Equity Trust and any affiliated companies under common ownership. This role serves as a high-impact individual contributor who brings advanced design expertise, strong conceptual thinking, and a deep ...

Equity Trust

Cloud DevSecOps Engineer

Westlake, OH · On-site

$51.50 - $69/hr

Network security: firewalls, WAF, segmentation, zero trust concepts * Monitoring: Azure Monitor ... Equity's mission. Together, our values spell EPIC - because that's what we strive to be for our ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

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 funds, and ...

Equity Trust

Senior Compliance Manager

Las Vegas, NV · On-site

High Ridge Trust operates as an institutional digital asset custodian within a regulated trust framework. Accordingly, this role requires a strong foundation in traditional financial services ...

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 ...

Fusion HCR

Client Service Representative

Las Vegas, NV · On-site

$15.50 - $21/hr

Follows the guidelines set forth in the equity trust service philosophy * Provides inbound and outbound call servicing and operational support to individual investors and institutional clients

Equity Trust

Senior Manager, Risk

Westlake, OH · On-site +1

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 ...

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

Digital Solutions Analyst

Westlake, OH · On-site

$91K - $107K/yr

... 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 ...

Fusion HCR

Client Service Representative

Cincinnati, OH · On-site

$15.25 - $21/hr

Follows the guidelines set forth in the Equity Trust Service Philosophy * Provides inbound and outbound call servicing and operational support to individual investors and institutional clients

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$11K

$124.8K

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How much do equity trust jobs pay per year?

As of Jun 24, 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.

What does the equity trust company do?

An Equity Trust company typically provides custodial and administrative services for self-directed retirement accounts, such as IRAs and 401(k)s. Employees working in this field manage account compliance, recordkeeping, and ensure regulatory adherence using specialized financial software. The role often requires knowledge of financial regulations and certification in areas like trust or retirement account management.

What job makes $10,000 a month without a degree?

In the context of equity trust or related financial roles, high-paying jobs without a degree often include sales positions, real estate brokers, or certain entrepreneurial ventures that rely on skills, experience, and networking rather than formal education. These roles may require certifications, licenses, or strong industry knowledge but can offer earnings of $10,000 or more monthly with success and effort.

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 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.

Is equity trust company legit?

Equity Trust is a well-established financial services company that specializes in self-directed IRAs and custodial services. It is regulated by the appropriate authorities and has been operating for several decades, making it a reputable option for investors and account holders. Job seekers should verify specific roles and compliance standards when considering employment with the company.

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 roles in trust administration, compliance, and client support. Employee reviews indicate varying experiences, with some citing a professional environment and others noting workload challenges; overall, it depends on individual expectations and job roles. Prospective employees should research specific positions and company culture before applying.
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 June 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $124,835 per year, or $60 per hour.
Client Services Associate

Client Services Associate

Equity Trust Company

Fort Myers, FL • On-site

Other

Posted 28 days ago

Job description

About the Job
*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.
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 funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.
RESPONSIBILITIES & DUTIES:
  • Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team.
  • Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
  • Participation in Client Service chats.
  • Take the lead on owning follow-up verbal calls initiated through the CS chat groups.
  • As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments.
  • Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds.
  • Follow processes and procedures to ensure communication with clients and third parties is efficient and current.
  • Special projects assigned as needed.
  • Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors.
  • Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs.
  • Perform other duties as assigned.
QUALIFICATIONS:
  • 1-3 years of experience in a service-oriented or sales assistant role.
  • Experience in Accounting, Finance, or Administration is preferred.
  • Bachelor's degree in Finance or related field preferred, not required.
TECHNICAL SKILLS:
To be successful in this role, you should have experience with and an understanding of the following:
  • Proficient in Microsoft Office Suite.
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 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.
About the Company
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* 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.

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