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DATE ADDED: Mon 24/09/2018

000440 - Investments - Investment Processor - Private Equity

Westlake, USA


Job Description

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


None required


Intermediate level proficiency in Microsoft Office

Company Description
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
Job Type:
Location: Westlake,

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