It’s been a fast-paced six-month period in the first two rotations of the Leadership Program, and this blog is our newest project. I’m Colin Trimble, one of the first two Leadership Trainees at Equity Trust Company. My first day of orientation was April 27, 2009, and I spent the next five weeks in investment training. After learning a lot about self-directed IRAs and non-traditional investing, my training class and I moved on to the Client Services Department.
While working with the Client Services Team (CST), I’ve worked closely with our Supervisors and Manager on projects to improve our services to clients, identify areas for improvement, and get a solid grasp of CST’s role within the company. An essential part of my learning experience has been answering clients’ calls about their retirement accounts and investment options. This has given me a thorough understanding of our clients’ experiences and how Equity Trust delivers exceptional client service.
Since the beginning of my experience at Equity Trust, I’ve received great support from people throughout the company. The Human Resources Recruiter who first interviewed me continues to be a helpful resource today, and I meet with the CST Supervisors and Manager on a regular basis to discuss new project ideas and push current projects towards implementation. I’ve also had the opportunity to meet with executives from each department of the company to learn about how they lead their teams and what their staffs do on a daily basis. From discussions with our CEO, Vice Presidents, and Department Managers such as my mentor, the Operations Manager, I’ve developed a good understanding of what it takes to launch a successful career as a leader at Equity Trust.
On the lighter side, I’ve enjoyed the fun activities that Equity Trust hosts on a regular basis. Within a few months of my first day on the job, I joined my co-workers at a Cleveland Indians game, spent an afternoon racing go-karts and hitting baseballs, and enjoyed potlucks, birthday celebrations, and pizza parties. The people here work hard to deliver on Equity Trust’s mission, but they also make a commitment to have fun at the same time.
I’ll follow up soon with more details on my previous and current projects. For now, I’ll pass the baton to my fellow Leadership Trainee, Rachel, to tell you about her experiences at Equity Trust.
While working with the Client Services Team (CST), I’ve worked closely with our Supervisors and Manager on projects to improve our services to clients, identify areas for improvement, and get a solid grasp of CST’s role within the company. An essential part of my learning experience has been answering clients’ calls about their retirement accounts and investment options. This has given me a thorough understanding of our clients’ experiences and how Equity Trust delivers exceptional client service.
Since the beginning of my experience at Equity Trust, I’ve received great support from people throughout the company. The Human Resources Recruiter who first interviewed me continues to be a helpful resource today, and I meet with the CST Supervisors and Manager on a regular basis to discuss new project ideas and push current projects towards implementation. I’ve also had the opportunity to meet with executives from each department of the company to learn about how they lead their teams and what their staffs do on a daily basis. From discussions with our CEO, Vice Presidents, and Department Managers such as my mentor, the Operations Manager, I’ve developed a good understanding of what it takes to launch a successful career as a leader at Equity Trust.
On the lighter side, I’ve enjoyed the fun activities that Equity Trust hosts on a regular basis. Within a few months of my first day on the job, I joined my co-workers at a Cleveland Indians game, spent an afternoon racing go-karts and hitting baseballs, and enjoyed potlucks, birthday celebrations, and pizza parties. The people here work hard to deliver on Equity Trust’s mission, but they also make a commitment to have fun at the same time.
I’ll follow up soon with more details on my previous and current projects. For now, I’ll pass the baton to my fellow Leadership Trainee, Rachel, to tell you about her experiences at Equity Trust.
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