Trading Operations Specialist

3 weeks ago


Clearwater, United States TradePMR Full time

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.


Responsibilities:

  • Accepts orders from advisors and account holders.
  • Assist advisors and their staff with navigating the trading platform and provide trade support when needed.
  • Assists in Trade Error corrections when requested by advisors.
  • Processes trading related service requests at the account level.
  • 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.
  • Ability to collaborate in high-paced, team environment.


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)


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



  • Clearwater, United States TradePMR Full time

    TradePMR (Member FINRA/SIPC)Trading Operations SpecialistThe Trading Operations Specialist assists advisors with navigating the portfolio management software and provides trade support during order entry. Responsibilities:Accepts orders from advisors and account holders.Assist advisors and their staff with navigating the trading platform and provide trade...


  • Clearwater, United States Pinellas County FL Full time

    Trades/Field Service Worker Location: Ulmerton Rd, Building 2, Clearwater Schedule: Monday - Friday, 7 am - 3:30 pm Do you like to work with your hands? This is an entry-level position in Facilities Operations. The successful candidate will perform semi-skilled and/or trainee level work assisting one or more craft, trade, maintenance,...


  • Clearwater, United States SNI Technology Full time

    Loan Operations Specialist Clearwater, FL SNI Companies is currently seeking a Loan Operations Specialist for our client in Clearwater, FL, known for their commitment to exceptional service. We are looking for a detail-oriented professional to join our team and contribute to the efficient processing and closing of loans. Responsibilities: Handle the...


  • Clearwater, United States Pinellas County FL Full time

    Operations Maintenance Mechanic Classification Title: Operations Maintenance Mechanic, C20 Location: th Ave. N., Clearwater, FL Schedule: Monday – Friday; 8:30 AM – 5:00 PM Are you looking for a career shift where you can be part of a team that provides a safe, sustainable and vibrant community for the people of Pinellas County? The...


  • Clearwater, United States Snelling Staffing Services, LLC Full time

    Job DescriptionJob DescriptionCHANNEL DEVELOPMENT SPECIALIST DIRECT HIRE - $78K HOURS: 8AM to 5PMJOB SUMMARY:The Channel Development Manager will be responsible for developing and executing programs in support of company's revenue goals. This position will drive success through nurturing strong partner relationships, developing sales enablement tools,...


  • Clearwater, United States Abbott Full time

    The Opportunity The position of Applications Specialist is within our Toxicology Abbott business, based in Clearwater, FL. The Applications Specialist is responsible for ensuring overall customer satisfaction with Abbott HEIA, SEFRIA, and ELISA reagent products across all matrices, and supporting testing instrumentation, all in multiple markets. The...


  • Clearwater, United States Integrity Industries Full time

    Job DescriptionJob DescriptionAbout Us: Integrity Industries is a leading contract manufacturing company. We are committed to innovation, excellence, and delivering exceptional value to our customers. As part of our growth strategy, we are seeking a talented and motivated individual for an entry level Production Support Specialist with the opportunity to...


  • Clearwater, United States AmeriLife Full time

    Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed...


  • Clearwater, United States Amerilife Group, LLC Full time

    AmeriLife is in the midst of an exciting and significant transformation of its operational infrastructure to better serve the evolving needs of its stakeholders across the country. As such, we’re looking for a Licensing Specialist to help us continue pushing our ambitious roadmap forward. The Processing Specialist is a key contributor to the success of...


  • Clearwater, United States Pinellas County FL Full time

    Fleet Fuel Systems Specialist Classification Title: Fleet Fuel Systems Specialist, C20 Location: Ulmerton Rd., Largo, FL Schedule: Monday – Friday; 6:00 AM – 2:30 PM Are you a detailed individual who enjoys technical work? Well, we are looking for you to join our team to play a key role in the success of our business. Fleet...


  • Clearwater, United States Pinellas County FL Full time

    Are you a detailed individual who enjoys technical work? Well, we are looking for you to join our team to play a key role in the success of our business. Fleet management is an integral part of keeping our county progressing forward with a mission to respond rapidly and effectively to the transportation needs of County departments and agencies, and is...


  • Clearwater, United States Stantec Full time

    Many of the world's top engineers and scientists come together in our Water business because they view a community's interaction with water a bit differently-as a single holistic system, rather than unconnected networks divided by jurisdictional boundaries. Working throughout the hydrologic cycle, we are delivering sustainable solutions to make sure water is...


  • Clearwater, United States CCS Medical Full time

    Overview Are you looking for a purposeful career that will make a difference in the patient community? At CCS, our approach to at-home patient care is redefining chronic care management. We are seeking individuals that will thrive in a patient-centric dynamic environment. If you are an attentive listener, fast-thinker, and problem-solver, with the ability...


  • Clearwater, United States Pinellas County FL Full time

    Water & Sewer Utilities Maintenance Specialist – Trainee Classification Title: Utilities Maintenance Specialist 4 - Trainee (Water & Sewer), C55 Location: - nd Avenue North; Largo, FL or Dunn Avenue Drive, Palm Harbor, FL Work Schedule: 4-Day work week with 10-hour shifts 7:00 a.m. to 5:30 p.m. ** ONLY PINELLAS COUNTY PERMANENT &...


  • Clearwater, United States CCS Corp Full time

    Overview: Are you looking for a purposeful career that will make a difference in the patient community? At CCS, our approach to at-home patient care is redefining chronic care management. We are seeking individuals that will thrive in a patient-centric dynamic environment. If you are an attentive listener, fast-thinker, and problem-solver, with the ability...

  • Utilities Mechanic

    6 days ago


    Clearwater, United States City of Clearwater, FL Full time

    ENTRY SALARY: $48,645.47 + Additional 5% ASE pay! OPEN UNTIL FILLED Under direct supervision, the Utilities Mechanic provides skilled mechanical work at the journeyman level in the repair, maintenance, and reconditioning of machinery and other water, reclaimed water and wastewater system equipment. Maintains water and wastewater facilities, lift stations,...


  • Clearwater, United States Empath Health Full time

    The Community Partnership Specialist is responsible for promoting Empath Health’s vision and mission in Jewish and general communities engaging and generating inquiries and referrals into our range of services to increase the level of services provided to the Jewish and general communities of Pinellas County. He/She/They conducts a variety of outreach...


  • Clearwater, United States CCS Medical Full time

    Are you looking for a purposeful career that will make a difference in the patient community? At CCS, our approach to at-home patient care is redefining chronic care management. We are seeking individuals that will thrive in a patient-centric dynamic environment. If you are an attentive listener, fast-thinker, and problem-solver, with the ability to relate...


  • Clearwater, United States Empath Health Full time

    The Community Partnership Specialist is responsible for promoting Empath Health's vision and mission in Jewish and general communities engaging and generating inquiries and referrals into our range of services to increase the level of services provided to the Jewish and general communities of Pinellas County. He/She/They conducts a variety of outreach...


  • Clearwater, United States Empath Health Full time

    The Community Partnership Specialist is responsible for promoting Empath Health's vision and mission in Hispanic/Latino and general communities engaging and generating inquiries and referrals into our range of services to increase the level of services provided to the Hispanic/Latino and general communities of Pinellas County. He/She/They conducts a variety...