Part Time
680 monthly
TBD
May 6, 2020
Profile Summary:
Functions as a trader for stocks, bonds, ETF's, mutual funds, and other investment products. Provides trading service to registered representatives and/or clients.
Profile Description:
Responsible for the day-to-day monitoring and trading of advisory SMA and UMA accounts
Review and process trading to support new accounts, one time and periodic distribution requests, and model changes through preset guidelines
Performs daily
reconciliation & accounting in support of UMA business
Participates on root cause problem solving and in team huddles
Researches, resolves and tracks trade errors
Operate within a strong team environment
Education & Experience:
Working knowledge of the financial markets, including equities, fixed income, mutual funds, and ETFs.
Knowledge of investment management operations and practices including trading and portfolio accounting systems
Financial Services or Accounting background