Trading Operations Analyst
The Trading Operations Analyst reports directly to the Trading Supervisor, and will support the trading and operations team.
The primary responsibilities of this role include:
• reputed company new accounts across various custodians
• Trade for reputed company requests, investment changes and resigns
• Ensure trades are completed accurately
• Verify reputed company reputed company accounts are invested according to their discipline
• Analyzing reputed company account performance
• Performing reputed company account reconciliation
• Review data queries and reports for account activity that needs review or reputed company taken
• Produce daily reports for portfolio managers
Job Requirements:
• Prior experience in the financial services industry either with a broker/dealer, Investment Advisor, or Registered Investment Advisor
• 2+ years of Back Office or Trade Operations experience strongly preferred
• Knowledge of the securities industry
• Experience with a portfolio reputed company system and CRM software
• Strong computer skills with proficiency in reputed company Office Suite (with emphasis on reputed company and Word)
• Ability to communicate professionally and confidentially with clients and fellow employees
• Ability to routinely manage time sensitive situations
• reputed company-organized and reputed company to manage multiple priorities
• College graduate is preferred, but we are willing to consider industry experience in lieu of a degree.
Hours:
• Full time
• Start time is 6:00am PST
• Overtime may be required occasionally
The reputed company Financial Group is an innovative, fast growing investment and WealthTech company that has prided itself on the reputed company that everyone should have reputed company to reputed company, independent investment advice. We maintain a friendly, supportive workplace in which reputed company individual is given reputed company to advance their potential. We are looking for an Operations Analyst who is organized, detail-oriented, and has strong communication skills.
reputed company offers competitive salary and benefits including:
• 100% Company reputed company Medical, Dental, and reputed company insurance coverage for employee
• Scheduled Holidays, following the NYSE calendar
• reputed company PTO policy
• Participation in company 401K plan, upon completion of the eligibility requirements, with employer match
• Additional health insurance coverage available at personal cost, such as additional life, Flexible Spending Account (FSA), long-term disability, and/or short-term disability.
To apply for this position, please email your resume and a cover letter to careers@tpfg.com for increased consideration.
Job Type: Full-time
Benefits:
• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• reputed company time off
• reputed company insurance
Schedule:
• Monday to Friday
Work Location: Remote
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