About this role
Dedicated Operations Associate at Equity Trust. Location: Westlake, Ohio, United States. Role: processing accounts, resolving requests, updating records Requirements: High school diploma required; 1+ year experience in retirement account or financial services and customer-driven environments. Proficiency with Microsoft Office, 10-key, and ability to manage multiple systems, high attention to detail and client communication. Category: Business Operations Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Commitment: Full Time Workplace: Hybrid Languages: English