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Equity Trust Jobs (NOW HIRING)

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

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 · Hybrid

*The selected candidate is required to be local to our Westlake, OH office and have the ability to work a hybrid schedule. JOB OVERVIEW The Software Engineer partners with the business owners and the ...

Equity Trust Company

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 ...

The Reserves Network Inc

Trust Officer

Seward, NE

Trust Officer | $75,000-$ 10 0,000 | Onsite | Direct Hire Location: Seward, NE Your New Employer ... equity. Please note, hiring at the top of the range is uncommon to allow room for future salary ...

Plantemoran

Trust Manager

Chicago, IL · On-site

Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including ... At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and ...

Plante Moran

Trust Manager

Chicago, IL · On-site

Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including ... At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and ...

Curi Capital

Equity Research Analyst

Chicago, IL · On-site

$150K - $175K/yr

The Role We are seeking an Equity Research Analyst to join our Curi Capital Equity Team in our ... To be the trusted partner in medicine, business, and life. Our Mission: By providing valued advice ...

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Equity Trust information

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$11K

$124.8K

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How much do equity trust jobs pay per year?

As of Jun 29, 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
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 June 2026, with employment types broken down into 33% Full Time, and 67% Part Time. Highlights an 100% In-person job distribution, with an average salary of $124,835 per year, or $60 per hour.
Investment Liaison - Client Service Operations Specialist

Investment Liaison - Client Service Operations Specialist

Equity Trust

Westlake, OH • On-site

$15.75 - $20.75/hr

Full-time

Posted 11 days ago

Job description

*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the training and probationary period.
The Client Service Operations Specialist supports operational excellence by processing transactions, validating documentation, and ensuring accurate, timely service delivery. Handles client requests pertaining to their department in accordance with documented procedures, working with increasing independence to complete routine to moderately complex cases within one or more subject areas. Contributes to consistent client experience by executing work in alignment with internal policies, regulatory guidelines, and established Service Level Agreements (SLAs) while providing superior customer service and support to clients and third parties.

RESPONSIBILITIES & DUTIES:
  • Reviews and processes client requests and transactions accurately and in a timely manner according to documented policies and procedures
  • Answers incoming client calls promptly and professionally through in-bound call queue and return all client calls and voicemails the same business day.
  • Responds to client emails in a timely and professional manner, providing proactive status updates and performing required research.
  • Collaborates internally to resolve client requests or issues.
  • Manages time and workload appropriately to meet all internal service level agreements (SLAs).
  • Actively reviews procedures and provides updates to Management
  • Assists with training new and existing employees.
  • Continuously learns all processes within the business line to promote professional growth and development.
  • Participates in periodic system regression testing and assist other departments as needed.
  • Follows assigned work schedule with regular and predictable attendance.
  • Performs other duties as assigned.

QUALIFICATIONS
  • High school diploma or equivalent required.
  • Associate’s degree in business/finance preferred.
  • Minimum 1 year experience in retirement account and/or financial services industries.
  • Minimum 1 year of experience in a customer driven environment.
  • 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 in Microsoft Office products (Excel, Word, Outlook, PowerPoint)
  • Ability to navigate multiple systems simultaneously
  • Intermediate 10 key skills
  • Ability to type at least 45+ words per minute preferred

CULTURAL COMPETENCIES:
In addition to our core company competencies of Excellence, Passion, Integrity, and Collaboration, a successful candidate in this role should exhibit the following behavioral competencies:
  • Attention to Detail & Accuracy: Consistently produces accurate work in transaction processing and data entry while maintaining high quality standards.
  • Client Focus & Communication: Responds promptly to client needs, provides clear and professional communication, and follows through on commitments.
  • Accountability & Time Management: Takes ownership of assigned work, manages competing priorities effectively, and meets service level agreements consistently.
  • Adaptability & Learning: Embraces new processes and systems, seeks opportunities to expand knowledge, and adjusts to changing work demands.
  • Collaboration & Teamwork: Works effectively with colleagues across departments, shares knowledge, and contributes to team success.

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.