Qureos Mentor

Equity Trust Company

<div><ul><li><i>This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the training and probationary period.</i></li></ul><br>
<b>
JOB OVERVIEW</b><br>
The Senior Graphic Designer is responsible for concepting and crafting visually compelling and strategically sound marketing materials across all marketing channels and business lines for Equity Trust and any affiliated companies under common ownership. This role serves as a high-impact individual contributor who brings advanced design expertise, strong conceptual thinking, and a deep understanding of modern marketing to produce compelling, high-quality creative solutions efficiently while ensuring brand consistency and effectiveness.<br>
<div><b>
RESPONSIBILITIES &amp; DUTIES:</b></div><ul><li>
Designs and produces visually compelling marketing materials across all mediums, including digital and print advertising, social media, email campaigns, sales collateral, presentations and other related materials.</li><li>
Designs, creates, and optimizes internal and client-facing forms and documents, ensuring usability, clarity, compliance, and brand alignment. Partners with internal stakeholders to improve form structure, layout, and user experience.</li><li>
Interprets creative briefs to produce engaging, memorable, and strategically sound visuals appropriate for the project and audience.</li><li>
Owns and develops social media creative that aligns with campaign goals and platform best practices.</li><li>
Owns the creative execution for monthly and quarterly email newsletters, ensuring brand consistency and engagement optimization.</li><li>
Executes creative across integrated, multi-channel marketing campaigns, ensuring visual consistency and alignment across digital, email, social, and paid media.</li><li>
Optimizes creative based on performance insights and marketing objectives, partnering with stakeholders to refine and improve visual effectiveness over time.</li><li>
Drives thinking and conceptual design to continuously evolve the brand to meet the expectations of our dynamic customer base.</li><li>
Leverages modern and AI-powered design tools (e.g., Adobe Firefly, Adobe Express, generative AI platforms) to accelerate ideation, production, and iteration while maintaining brand and quality standards.</li><li>
Identifies opportunities to incorporate new tools and workflows that enhance creative production.</li><li>
Applies advanced design principles (typography, hierarchy, layout, color, and composition) to elevate all deliverables.</li><li>
Contributes to a creative team culture of curiosity and innovation by staying up to date with industry trends, tools/equipment, and best practices.</li><li>
Applies strong creative judgement to ensure all deliverables meet a high standard of quality, clarity, and brand alignment.</li><li>
Fosters positive relationships and manages positive project outcomes with senior members of other departments and business units.</li><li>
Serves as a subject matter expert in design, providing guidance and feedback to elevate overall creative output across the team.</li><li>
Supports the development and refinement of creative standards and best practices across the marketing team.</li><li>
Follows assigned work schedule with regular and predictable attendance</li><li>
Performs other duties as assigned.</li></ul><div></div><div><b><br>
QUALIFICATIONS:</b></div><ul><li>
Bachelor&rsquo;s degree in Visual Communication Design, Graphic Design, or a related field.</li><li>
5+ years of professional experience in design/communications.</li><li>
Strong portfolio demonstrating high-quality work across digital and print, including campaign-based design thinking.</li><li>
Proven ability to execute creative across multiple channels while maintaining consistency and quality.</li><li>
Experience designing for social media, email marketing, and digital campaigns.</li><li>
Strong understanding of user-centered design principles.</li><li>
Experience working in a regulated or detail-oriented industry preferred (financial services, legal, healthcare, etc.)</li><li>
Manage and prioritize multiple projects at once with a sense of urgency.</li><li>
Maintain high attention to detail while managing multiple tasks under strict deadlines.</li><li>
In person interaction that includes actively collaborating with colleagues and participating in team or company meetings.</li></ul><div></div><div><b><br>
PROFESSIONAL CERTIFICATIONS:</b></div><ul><li>
None Required</li></ul><div></div><div><b><br>
TECHNICAL SKILLS:</b></div><ul><li>
Proficient in Adobe Creative Suite, specifically InDesign, Illustrator, Photoshop, and Acrobat.</li><li>
Experience with Adobe Firefly and Adobe Express (or similar AI-driven design tools)</li><li>
Experience with generative AI tools (ChatGPT, Claude, Gemini, etc.)</li><li>
Familiarity with Figma (preferred but not required).</li><li>
Proficient in Microsoft Office, specifically PowerPoint, Word, and Excel.</li></ul><div></div><div><b><br>
CORE VALUES</b><br>
Our core values are our foundation and the guiding principles we embody to support Equity&rsquo;s mission. Together, our values spell EPIC &mdash; because that&rsquo;s what we strive to be for our clients and stakeholders every day.</div><ul><li><b>
Excellence</b> &ndash; Our standard</li><li><b>
Passion</b> &ndash; In everything we do</li><li><b>
Integrity</b> &ndash; Without compromise</li><li><b>
Collaboration</b> &ndash; Stronger together</li></ul><div></div><div><br>
We are looking for team members who embody these values in their daily work and interactions.<br>
</div><div><b>
PHYSICAL DEMANDS/WORK ENVIRONMENT:</b><br>
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.<br>
</div><div><b>
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:</b><br>
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</div><br>
<b>
About Equity Trust:</b><p><br>
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 &ndash; 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.</p></div>

Senior Graphic Designer

<div><div><b>Job Overview:</b><br>
The Call Center Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client&rsquo;s needs.</div><div><br>
<b>
Responsibilities &amp; Duties:</b></div><ul><li>
Follows the guidelines set forth in the Equity Trust Service Philosophy.</li><li>
Provides inbound and outbound call servicing and operational support to individual investors and institutional clients.</li><li>
Assists clients with financial transactions.</li><li>
Research client inquiries including questions regarding required filings, asset holdings, forms completion and general online assistance.</li><li>
Trains clients on the myEQUITY online portal.</li><li>
Provides timely follow-up on client concerns, issues, and transaction progress.</li><li>
Answers client questions regarding services and fees.</li><li>
Documents appropriate record of calls in Equity Trust systems.</li><li>
Follows all department procedures to ensure a superior client experience.</li><li>
Manages incoming and outgoing communications, including phones, faxes, and emails.</li><li>
Monitors and escalates service issues to ensure high quality response to clients&rsquo;.</li></ul><div><br>
<b>
Qualifications:
</b></div><ul><li>Minimum 1 year of customer service experience, preferably in the retirement or financial services industry.</li><li>
High School Diploma or equivalent.</li><li>
Associate degree preferred.</li></ul><div><br>
<b>
Professional Certifications:</b><br>
None required.<br>
</div><div><b>
Technical Skills:</b></div><ul><li>
Intermediate-level proficiency in Microsoft Office.</li><li>
Basic knowledge of Customer Relationship Management (CRM) preferred.</li></ul><div><br>
<b>
Cultural Competencies:</b><br>
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.
<br>
<br>
<b>Competencies:
</b></div><ul><li>Customer Focus.</li><li>
Resourcefulness.</li><li>
Communicates Effectively.</li><li>
Instills Trust.</li></ul><div><br>
<b>
Physical Demands/Work Environment:</b><br>
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.</div><div><br>
<b>
Disclaimer/Associate Acknowledgement:</b><br>
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.</div><br>
<b>
About Equity Trust:</b><p><br>
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 &ndash; 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.</p></div>

Call Center Representative (Remote)

Join Equity Trust Company and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Equity Trust Company

About Company

Senior Graphic Designer

Call Center Representative (Remote)