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We are seeking a highly motivated individual with meticulous attention to detail and a focused and strong work ethic to fulfill the Trading Coordinator role with Prime Capital Investment Advisors, LLC .
Prime Capital Investment Advisors, LLC truly cares about their clients and staff. Our standards are to be the very best and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to join our team.
Prime Capital Investment Advisors ( PCIA )
PCIA is a Registered Investment Advisor ( RIA ) with $25 billion in assets under management (AUM). Our nearly 200 advisors and over 300 team members serve clients in 48 states out of 70 nationwide offices.
PCIA operates primarily through 3 brands. Prime Capital Wealth Management (PCWM) serves over 15,000 individual wealth management households and provides a full array of services from financial planning to investment management.
Qualified Plan Advisors (QPA) provides retirement plan consulting services to medium and large employers across the United States, serving 800 employers and several hundred thousand retirement plan participants.
Financial Fitness for Life provides financial wellness, education, and asset management services to retirement participants, as well as data analytics services to employers.
Description : The Trading Coordinator will be integral to our investment management team. A key responsibility will be working closely with the Trading department to orchestrate the flow of trades throughout the trade lifecycle.
They will directly assist the traders in preparing and monitoring the trade processes, including auditing executed trades and researching abnormalities.
We seek a highly motivated individual with meticulous attention to detail and a focused, strong work ethic. A successful trade coordinator will promote efficiency and accuracy within the department.
Our Standards
Our overall standard is to be "
industry-leading ." Our goal is to provide the very best experience in service to our clients and advisors. As such, our Trading Coordinator must display :
There are several key areas and responsibilities where Trading Coordinators must demonstrate professional proficiency :
Education / Experience :
Benefits :
Last updated : 2024-05-29
Full Time
$65k-91k (estimate)
04/30/2024
06/01/2024
pciawealth.com
New Braunfels, TX
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