Equity Trust Company Reviews

Pros

Equity Trust Company genuinely seems to take work-life balance and overall health very seriously. It is refreshing to work for a company that is not only physically health-conscious, but also strives to make sure its employees have a balanced workload.

Cons

I don't have any cons to share - I am given the opportunity to set personal goals to succeed and further my company knowledge, and am given the appropriate time and tools needed to achieve these goals.

Pros

In my 10 years with Equity Trust as a Client Service Supervisor, I have been supported by not only my direct supervisor but also senior management and above. I have had the opportunity to work on product implementation, leadership development, employee training, process improvement, and more! When I decided to go back to school for my bachelor's degree, my peers and leadership supported my goals and continued to challenge me in my role. I recently accepted a new position within the company and I am so excited to continue supporting the initiatives of the business while personally developing my product management skills!

Cons

Like any business, volume ebbs and flows. The company has shown incredible growth over the past 3 years, adding to our client portfolio and staff during the pandemic when most companies were implementing layoffs. I do think the scalability of our staffing has missed the mark a bit, causing processing delays and longer hold times on the phones.

Pros

Equity Trust offers a ton of benefits & perks like onsite massages, workout room, patio parties and food truck days to name a few! Paid Time Off, Paid Holiday and Remote Schedules allows you to have the work/life balance that everyone needs. The leadership team works extremely well together and they care about Equity Trust employees and their development. I have worked here for 6+ years and I am extremely honored to be part of the growth of Equity Trust over the years.

Cons

No cons come to mind.

Pros

The people - there are so many great team members here at Equity. My peers as well as leadership are all extremely supportive and I love going to work every day. The benefits are great and I have a great work-life balance. Equity is committed to improving both client and employee experience!

Cons

None I can think of.

Pros

Great company to to work for! Leadership support, team collaboration and individual growth opportunities. Good benefits coupled with a company that cares about its employees . I've experienced a rewarding career and have been pleased with my tenor with Equity. Join our team!

Cons

No cons at this point.

Pros

Legit nothing other than 2 weeks PTO and one week sick time but that is pretty much standard now.

Cons

VERY low pay for the unrealistic work expectations they have. Terrible and costly “benefits”. The HR department socially engineers these ratings from new employees. Internal software rarely worked. Lack of upward mobility. High turnover, poor upper management, overall poor leadership. I used to leave here pouring in sweat because of how stressful it is. There is no way this company is a 4.5 / 5 star. Almost everyone there is miserable due to stress and workload. This company is chronically understaffed. When I was there they opened the most accounts in company history during a quarter and STILL refused to hire more help. But hey they have food trucks on site sometimes lol.

Pros

Shift Flexibility, Hybrid Work, Employee Engagement, Opportunity for Growth, Positive Work Environment, Bonus Program

Cons

Business continues to grow (positive) and as a result so does the workload (negative) but management is always looking for ways to streamline our work to better service our clients and the employee experience.

Pros

They have a gym in the building. Up to 3% 401k match.

Cons

- Low, non-competitive pay. - Minimal to no training. - If they provide an annual raise, it’s around 1%-2%. Basically a cost of living raise. - Bonuses are small if you even get one. - They say they value a work/life balance, but when the company sent everyone home due to covid, my team’s manager stated that she was expecting us to work significant OT because “you’re home during covid, you don’t have anything better to do.” - They allow employees to bring their children onto the work floor (when they have a beautiful atrium for visitors) even when we would be on the phone with clients. - It is basically impossible to move up in this company. The majority of the roles would be lateral movements and it almost always seemed that they hired from outside the company for lead and management roles.

Pros

If you are looking for a Career with personal and professional growth opportunities, Equity Trust is the place to go!! I have worked for this company for almost 8 years and have grown more in my time here than I have at any other firm I have worked for. There aren't many companies out there in this industry where you have access to the executive team at any time like we do at Equity. Having an executive team that is willing to teach you, take in your ideas, let your voice be heard while also challenging the ideas presented at Equity is unmatched! Sure the benefits are great with the massage therapist, in-office gym, unlimited coffee, walking trail, etc. but what truly keeps me here is feeling heard, seen, constant learning, being challenged and my direct leaders knowing my career path but also helping me get there!

Cons

Choosing a con was difficult for me in this review. Personally I would love if we had more opportunities to network with others in this industry, to hear the up and coming investment opportunities, what other firms are doing to keep up with this ever growing industry and share resources to only better the client experience.

Pros

Great benefits, sense of family, inclusiveness, great pay, great hands on training, patient staff!

Cons

Works…If we could get off one hour earlier it would be great for me at least.