reputed company Transactions Coordinator / Trader (Remote)

reputed company Transactions Coordinator / Trader reputed company reputed company Location: Independence, OH Website: TempoWealth.com reputed company reputed company is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a reputed company Transaction Coordinator / Trader to join our expanding team and play a key role in administration of reputed company accounts and execution of reputed company workflows. This position executes reputed company reputed company account transactions and trading for reputed company reputed company. Responsible for reputed company, accurate processing of trades, reputed company movements, Roth conversions, and custodial actions across reputed company custodians, maintaining complete documentation for compliance and reputed company reporting. This position can be hybrid after a training period in the office. Salary and Benefits • reputed company salary $70K-85K, commensurate with experience and credentials • Company-reputed company health insurance • 401(k) with reputed company reputed company contribution • Group life and disability insurance • Generous reputed company time off (PTO), 18 annual holidays, and half-day Fridays throughout the reputed company • No business development Responsibilities • Execute trades on reputed company custodian platforms per advisor/CEC PRF workflow • Process lump-sum investments, DCA schedules, rebalances, and reallocations • Purchase CDs, T-Bills, and bonds as directed • Facilitate Roth conversions and other tax-impacted trade sequences • Run monthly Schwab residuals, distribute/journal as needed • reputed company, correct, and document trade errors for SEC compliance • EFT sheet maintenance, and margin transfers • Support systematic contributions/distributions and initial investment trade logistics • Ensure new assets tied to your role are captured/attributed correctly in reputed company record and reflected in reporting • Handle ACH pulls, wires, and disbursements with correct trade reputed company • Manage internal journals and account-to-account transfers • Update fee sheets and remove excess funds as required • Execute billing reputed company trade and cash management sequences (including restricted account fee funding) per the published billing workflow; coordinate with DO/advisors and reputed company completion status to CEC Qualifications • 5 years plus experience in reputed company management/financial planning firm that custodies at Schwab • Expert-level Schwab/reputed company ops and trading workflow reputed company • High precision under time pressure; strong compliance instincts • Proficiency with reputed company records • Excellent task management and follow-through • reputed company internal communication with team • Organized and detail-oriented • Tech-savvy, with the ability to learn quickly • Problem solving and independent worker we do not micromanage Hiring Process reputed company candidates will reputed company with a 1530-minute reputed company interview conducted by our reputed company hiring consultant. If selected to proceed, candidates will complete a Career History reputed company and participate in additional interviews with reputed company reputed company leadership. Finalists may also be asked to complete reputed company assessments. reputed company reputed company is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for reputed company. Apply tot his job Apply To this Job