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Centura Wealth Advisory is hiring for Trading Coordinator. As a Trading Coordinator, you will perform a wide array of tasks and be responsible for supporting the investment team. You will be concentrated within Trading, with the goal of improving the teams efficiencies to effectively scale our firm, while upholding our high standards of quality execution.
We are looking for a process and results oriented, driven team player who thrives in an environment where seeking new insight and improvement are the norm. This role requires acute attention to detail, with a premium on quality and efficiency. As the Trading Coordinator, you will play a critical hands-on role in the firms growth and development.
In this role, you will work closely with the CIO, Investment Management Team, Advisors, Partners, Financial Planners, Marketing, Compliance, and the Investment Committee.
Roles and Responsibilities:
Additional Success Factors:
You will be required to develop and maintain strong working relationships with all members of our team, the organization, custodians, external advisors, consultants and other vendors. You will be delivering reports and other work products to internal and external stakeholders, therefore, writing and presenting skills will be essential. This role requires efficiency in data management, communication, data interpretation and process orientation.
You will need to be comfortable with taking ownership of and executing projects as well as seeking assistance when required to deliver desired results. The role will require documenting certain operational processes clearly in an ongoing effort to institutionalize all operations.
Qualifications & Experience:
Experience & licensing:
Communication skills:
Analytical skills:
Software usage & proficiency:
What we provide you:
Competitive compensation includes:
Centura Wealth Advisory, located in San Diego, is an SEC Registered Investment Advisory firm delivering innovative wealth management services to affluent families, business owners, and charitable organizations. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total wealth efficiency and purpose to those looking to liberate their wealth.
We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. You can find more information on our #1 Asset here: https://bit.ly/centuraseekingthebest
Full Time
Business Services
$71k-100k (estimate)
04/24/2024
06/23/2024
centurawealth.com
SAN DIEGO, CA
<25
2018
DEREK MYRON
<$5M
Business Services