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Equity Trust Jobs (NOW HIRING)

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

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 ...

Fusion HCR

Client Service Representative

Cincinnati, OH

$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

Fusion HCR

Client Service Representative

Cincinnati, OH

$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

Equity Trust

Digital Solutions Analyst

Westlake, OH · Hybrid

$91.20K - $107.90K/yr

*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after training. JOB OVERVIEW The Digital Solutions Analyst is responsible for continuous exploration ...

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 · 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

Workday HRIS Analyst

Westlake, OH · On-site

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 ...

Equity Trust

Software Engineer

Westlake, OH · On-site

JOB OVERVIEW The Software Engineer partners with the business owners and the Project Management Office (PMO), participating in all phases of the Information technology project lifecycle. Applies ...

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$11K

$124.8K

$206K

How much do equity trust jobs pay per year?

As of May 31, 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 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.

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 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.

More about Equity Trust jobs
What cities are hiring for Equity Trust jobs? Cities with the most Equity Trust job openings:
What states have the most Equity Trust jobs? States with the most job openings for Equity Trust jobs include:
What job categories do people searching Equity Trust jobs look for? The top searched job categories for Equity Trust jobs are:
Equity Trust jobs near you
Infographic showing various Equity Trust job openings in the United States as of May 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

Fort Myers, FL • Hybrid

Full-time

Posted 5 days ago

Job description

*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 spellEPIC- 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.

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