JOB OVERVIEW The Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include, Public Investments, Real Estate, Private Debt, Private Equity, Gold Level Service, Institutional Investments, Training, and Investment Loggers. Works closely with Team Leads to ensure the team members are meeting both team and individual expectations. Cultivates positivity about the Company and supports initiatives, encouraging team members to do the same.
RESPONSIBILITIES & DUTIES Directly responsible for multiple investment teams as determined by Senior Manager Confirms accuracy, consistency and implements improvement to departments processes and procedures Validates internal audit findings and address risks or training opportunities accordingly Develops and implements plans to manage daily workflow and meet service productivity targets Ensures all functions are performed in accordance with departmental procedures Reviews and interprets daily, weekly, and monthly metrics Coaches, mentors, and provides feedback on career mobility and performance with direct reports periodically Partners with the various lines of business to create efficiencies, mitigate client escalations, enhance the process, and implement improvements across the organization Collaborates with appropriate departments on system enhancements, test cases and plans; in addition, provides direction to team and verifies results Cultivates relationships and communicates with internal and external partners Assists as needed with escalated requests Updates procedures and ensures team members are educated regarding changes Ensures proper staffing for coverage including hiring, coaching, and training new associates Perform other duties as assigned
QUALIFICATIONS High School Diploma or GED required Associate degree in Arts/Science preferred Minimum 2 years of experience in retirement industry Minimum 5 years of experience in a fast paced, customer driven environment
PROFESSIONAL CERTIFICATIONS None required TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
Expert level proficiency in Microsoft Office CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation , Nimble Learning , Action Oriented , Collaborates , and Being Resilient , a successful candidate in this role should exhibit the following behavioral competencies: Business Insight Develops Talent Plans & Aligns Instills Trust
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin. About Equity Trust: 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.
