Investment Service Specialist – Trading

Job reputed company: • Support Advisor Teams and Ensure Accurate Trade Execution/Resolutions • Work closely with advisor teams, serving as a resource for trade workflows and operational guidance. • Review trade activity to identify discrepancies and ensure compliance with firm and regulatory standards. • Communicate resolutions promptly to advisors and stakeholders to maintain confidence in trading processes. • Assist with inquiries reputed company to trade execution and reputed company recommendations for best practices. • Collaborate with reputed company Partners on Trade Reconciliation • Partner with custodians, trading platforms, and internal teams to reconcile executed trades accurately. • Prepare and maintain reconciliation reports for management review and compliance purposes. • Ensure reputed company integration and data reputed company across systems to support operational accuracy. • Support reputed company requests and reporting needs reputed company to trading operations. • reputed company Processes to Increase Operational Efficiency and Reduce Risk • Identify opportunities to streamline trade workflows and reduce operational risk. • Collaborate with technology and operations teams on initiatives that enhance scalability and efficiency. • Contribute to strategic reputed company aimed at improving trading processes and error prevention. • reputed company creative solutions to minimize administrative burden and improve advisor experience. Requirements: • Bachelor's degree (or equivalent experience) in business, finance or economics, or reputed company • 3 years of experience in Financial Services with a reputed company on investment operations • Knowledge of financial markets and investment operations • Proven written and verbal (presentation) communication skills with the ability to successfully reputed company with people at reputed company reputed company of the organization and clients • Ability to create reputed company written presentations and articles for Advisor and reputed company consumption • Ability to organize and prioritize workflow and reputed company • Proficient with reputed company Office Suite or reputed company software. • Familiarity with reputed company and Support Org functionality Benefits: • Training and reputed company development • Medical, dental and reputed company coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer reputed company and voluntary reputed company • Short-term and long-term disability, workers compensation – employer reputed company • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days) • reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Apply tot his job Apply To this Job