Relationship Manager

Equity Trust is the nation's leading provider of Self-Directed IRAs and 401ks, with over 130,000 clients in all 50 states and approximately $12 billion of retirement plan assets under administration.

**Primary Job Responsibilities:** **Manage and Maintain Daily Account Transactions** - Receive, review and forward external correspondence from the Account Designated Representative (ADR) to appropriate operational group for processing. - External correspondence typically includes: - Applications/Transfer forms - Distribution paperwork - New investment requests and supporting documentation; purchase confirmations, fair market value, sponsor statements - When contacted about deficiencies, work with ADR to ensure that all deficiencies are re-submitted and cleared by operations and educate the advisor on processes to reduce future deficiencies. **Managing Institutional Advisor Interactions- Inbound/Outbound Calls** - Provides service/support to ADRs on the following: - Products offered - Establishing an account, making an investment - Activities in process including investments, distributions and transfers - Education on prohibited transactions, investment options, and conference/webinar offerings - IRS Rules, Regulations, and Codes - Basic account inquiries - including assets and balances **Secondary Job Responsibilities:** - Monthly business development calls to managed relationships - Attend regular meetings with partner teams; build internal relationships - Adheres to all Equity policies and procedures relative to attendance requirements, dress code, reporting expenses, and handling of company property

**Qualifications** **Essential Education/Training/Work Experience Requirements:** - Bachelor's Degree in Communications, Business, Finance or related field - Prior sales or account management experience preferred - Proactive person who is results driven - Time management skills - Excellent written/oral communication skills