Teams at Equity Trust Company

Supervise Quality Assurance leads and oversee onboarding approvals, call and operations audits, and client notices. Maintain procedures and knowledge base, create reports for data integrity, set productivity targets, coach staff, identify training needs, manage projects, forecast staffing, and hire candidates to improve efficiency, quality, and client experience.

Administer, configure, and optimize Workday HCM modules; ensure data integrity and integrations; build reports and dashboards; provide tier 2/3 user support and training; manage releases, testing, and HRIS projects to improve HR processes.

Serve as single point of contact for new client account setup and funding. Manage client pipeline, verify transfer documentation, coordinate with sales and operations, assist clients with online portal registration, and deliver empathetic, timely service to improve retention and referrals.