Senior Fixed Income Specialist

Job Summary

Senior Fixed Income Specialist provides full-time remote administrative support to sales associates, engages with clients, executes trades, and mentors junior staff while ensuring compliance with regulations.

Key Responsibilities

• Provide administrative support and customer service to internal and external clients
• Execute buy, sell, and trade orders for securities and develop investment strategies
• Mentor and train new sales associates while maintaining compliance documentation

Required Qualifications

• Bachelor's degree or equivalent experience in a related field
• Seven (7) years of related experience
• NASD Series 7 & 63 or MSRB Series 52 certifications
• Experience with Microsoft Office Suite and applicable PC applications
• Four (4) years of work experience with Excel preferred