Data Entry Specialist - Mailroom

• This position is required 100% onsite at our Westlake, OH office.

• Researches client account information to ensure accurate processing.
• Handles incoming and outgoing client correspondence in a timely and efficient manner.
• Indexes information into company systems based on set parameters for the incoming or outgoing request.
• Assists other members of the department in daily roles.
• Operates in a fast-paced environment and meets or exceeds pre-determined service levels.

• Assists Team Lead and Supervisor with resolving client issues, research, and responding to colleagues’ requests.
• Creates new processing actions from the scanning and indexing of physical and electronic documents.
• Prioritizes document requests that are expedited or otherwise urgent to meet client investment needs.
• Scans images/documents for new processing requests and stores documents in client account records.
• Performs other duties as assigned.

• High School Diploma or equivalent.
• Minimum 1 year of experience in the retirement and/or financial industries preferred.

• None required.

• Basic level proficiency in Microsoft Office.
• Intermediate 10 key skills.
• Able to type at least 45 WPM preferred.

• Time Management
• Organizational Skills
• Attention to Detail

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.