Junior Trading Operations Specialist

Job Type

Full-time

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:
Fantastic company culture; we like working together!
Competitive salary with excellent benefit package - Our benefits include Health/Dental/Vision, Life Insurance, Short/Long term Disability, Paid time off, 401k with employer match.
New, modern office suite in easy to access location in Fort Lauderdale. TriRail stops at our building and the I-95 on ramp is less than .5 mile away.

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.
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