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Description
Job Summary
A rapidly expanding RIA (Registered Investment Advisory) Firm located in Fort Lauderdale, Florida, with over $2.6 billion AUM has an immediate need for a full time, nonexempt Junior Trading Operations Specialist to assist in the trading operations area of the company.
The successful candidate should possess strong organizational and time management skills, must have a high degree of "attention to detail” and be able to perform well under pressure.
This is an in-office position (Fort Lauderdale 33309).
What we offer:
Duties and Responsibilities
· Perform daily input of trades (stocks, bonds, ETF, Mutual Funds, etc.), liquidations, cash blocks, and any other account action to allocate funds to the requested portfolio model for new clients.
· Review and process client documents and trade instructions for retail investors.
· Interface with Operations Dept to ensure proper paperwork and clear instructions for accurate trade entry are available.
· Work on trade blotters, compliance reporting, and any other internal reporting requirements
· Communicate & and support our Financial Advisors across the country.
· Deliver reports and updates requested by the COO, CIO, CCO, CEO, or Representative.
The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.
Requirements
Education, Skills and Attributes
· Bachelor’s Degree from an accredited college or university in Finance, Economics, or Business.
· Will consider some college with experience with trading securities on an Institutional Platform, such as Fidelity, Charles Schwab or any other financial institution is highly preferred.
· Strong proficiency with Microsoft Office suite, especially Excel.
· Prior experience with 3rd party trading software RedBlack is a plus.
· Strong analytical and detail-oriented aptitude; a high degree of accuracy is required.
· Excellent communication and organizational skills.
· Ability to manage time effectively, set priorities and meet deadlines.
· Ability to learn and adapt to change.
· Desire/ability to work successfully in a small team environment.
· Able to work for any US employer without sponsorship.
· Must have reliable transportation.
Full Time
$82k-122k (estimate)
02/02/2024
04/20/2024