The Investment Processor reviews non-traditional investment requests to verify that each submission includes all appropriate documentation and is titled properly to ensure ownership through the clients self-directed IRA. Works with clients to obtain necessary corrections to complete the request(s).
Reviews paperwork submitted for investment requests; corrects pending requests
Contacts clients as well as third parties, primarily by phone, regarding outstanding items and providing status updates on requests in process
Enters asset information and funding instructions accurately in workflow system
Executes required paperwork and prepares outgoing mail according to the clients request
Submits account correction requests as needed when errors are identified within the review process
Assists other team members with their items in times of high volume, as instructed by leadership
Cooperates with other departments to cultivate relationships with representatives who bring ongoing investors to the Company
Performs other duties as assigned
Education and Experience:
High School Diploma or equivalent
Associates Degree in Arts/Science preferred
Financial or Real Estate background a plus
Minimum 3 years of experience in a fast paced, customer driven environment
Intermediate level proficiency in Microsoft Office
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.
Role: 000440 - Investments - Investment Processor - Private Equity
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