Trader - Broker Dealer Operations

Location: Remote
Compensation: Salary
Reviewed: Thu, May 29, 2025
This job expires in: 11 days

Job Summary

A company is looking for a Trader - Broker Dealer Operations.

Key Responsibilities
  • Monitor and trade advisory accounts on a daily basis
  • Process trading for new accounts and manage distribution requests according to guidelines
  • Perform daily reconciliation and accounting to support the advisory business
Required Qualifications
  • Working knowledge of financial markets, including equities and fixed income
  • Trading experience with stocks, bonds, and mutual funds preferred
  • Knowledge of investment management operations and trading systems
  • FINRA Series 7 and 63/65 or 66 required
  • Experience with NetX360 and Orion is required

COMPLETE JOB DESCRIPTION

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