Please scroll down, To apply

Trading Operations Specialist

hiring now

TradePMR

2021-12-03 08:50:35

Job location Tampa, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

TradePMR (Member FINRA/SIPC)


Trading Operations Specialist


The Trading Operations Specialist assists advisors with navigating the portfolio management software and provides trade support during order entry.


TradePMR is a locally owned corporation that specializes in providing technology solutions along with excellent customer service and support to Registered Investment Advisors and their staffs.


Responsibilities

  • Assist advisors and their staff with navigating the trading platform and provide trade support when needed.
  • Provide accurate and complete information to advisor and client inquiries while following compliance policies and procedures.
  • Serve as a liaison between advisors and the clearing firm, fixed income desks, and vendors.
  • Keep records of advisor and client interactions.
  • Participate in various company initiatives, such as testing and software roll outs.


Skills

  • Excellent organizational skills with the ability to handle multiple demands and competing priorities while meeting deadlines.
  • Professional demeanor in verbal and written communication.
  • Ability to maintain confidentiality.
  • Back-office operational experience, preferably in the financial/banking industry.
  • Comprehensive knowledge of Microsoft Office Products.


Requirements

  • Bachelor's degree, preferably with a solid foundation in finance or economics or related field with 2+ years' experience. (Preferred)
  • Series 7 license required


Benefits

  • Medical, Dental and Vision Insurance
  • HSA Savings
  • 401(k) with up to 5% employer match
  • Paid Time Off, Holiday Pay, and Philanthropy Paid time off.
  • Employer Paid Life, STD, LTD and AD&D insurance
  • Casual Dress policy
  • Variety of company events to support our team environment
  • Creative and supportive culture
  • Refreshments available


About The Company


TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in both Gainesville and Tampa, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients. At TradePMR, our primary

goal is to provide the absolute highest level of support and services to financial advisors.


In compliance with the Americans with Disabilities Act, TradePMR will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with Human Resources.


TradePMR is an Equal Opportunity Employer. EEO/ADA

Inform a friend!

Top