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HOT JOB!

Trade Operations Specialist

East Bay (Hybrid schedule 4x in the office)

$75K to 95K base + Bonus

Company: Our client is an independent wealth management firm offering comprehensive and customized financial planning and investment management services.

Duties:

Trade order creation and execution in client accounts for ad hoc cash distributions and during periodic rebalance of all client accounts
Post-trade processing and resolving trade settlement issues in a timely manner
Research and process corporate actions- (i.e. tender offers)
Support Investment research & reporting
Maintaining investment models and various research materials
Compiling documentation to prepare for quarterly Investment Committee Meetings
Support investment and business operational duties as needed

Requirements
Nice to Have

Knowledge of at least one of the following systems: Tamarac or Orion

Education/Skill Requirements

3+ years of financial industry experience
Series 7 and 66 preferred

Why work here:

Fast growing and successful wealth management firm with over 75 offices
Great team

If you are interested in this role, please send over your updated resume and the best time to speak for 5-10 mins today.

If you are not interested in the position, I would greatly appreciate it if you can pass the goodwill forward and share this with friends in the industry, who may not have access to these roles otherwise.