Trading Coordinator

1 week ago

San Diego, United States Centura Wealth Advisory Full time
Job DescriptionJob Description

Centura Wealth Advisory is hiring for Trading Coordinator. As a Trading Coordinator, you will perform a wide array of tasks and be responsible for supporting the investment team. You will be concentrated within Trading, with the goal of improving the team’s efficiencies to effectively scale our firm, while upholding our high standards of quality execution.

We are looking for a process and results oriented, driven team player who thrives in an environment where seeking new insight and improvement are the norm. This role requires acute attention to detail, with a premium on quality and efficiency. As the Trading Coordinator, you will play a critical hands-on role in the firm’s growth and development.

In this role, you will work closely with the CIO, Investment Management Team, Advisors, Partners, Financial Planners, Marketing, Compliance, and the Investment Committee.

Roles and Responsibilities:

  • Prepare advisory accounts and materials for trading
  • Serve critical role as specialist during new advisor onboarding and portfolio transition
  • Maintain correspondence between Advisors and Trading Department, including incoming trade requests
  • Maintain administrative functions for advisory accounts (creating cash buffers, monitoring cash balances for scheduled distributions, etc.)
  • Perform post trade reconciliation audits
  • Coordinate and perform periodic internal audits of advisory accounts, investment strategies, and Model Groups
  • Research and remedy possible trade abnormalities and potential trade errors
  • Assist in periodic share class conversion process
  • Act as an auxiliary trader when needed
  • Assisting the Trading Department in improving execution and efficiency
  • Generating systems and processes for quality control verification and ensure adherence to the firm’s policies and procedures

Additional Success Factors:

You will be required to develop and maintain strong working relationships with all members of our team, the organization, custodians, external advisors, consultants and other vendors. You will be delivering reports and other work products to internal and external stakeholders, therefore, writing and presenting skills will be essential. This role requires efficiency in data management, communication, data interpretation and process orientation.

You will need to be comfortable with taking ownership of and executing projects as well as seeking assistance when required to deliver desired results. The role will require documenting certain operational processes clearly in an ongoing effort to institutionalize all operations.

Qualifications & Experience:
Experience & licensing:

  • 0+ years of financial services experience at an investment manager, brokerage firm, RIA or similar preferred
  • Undergraduate degree is required, preferably in finance, economics, or business administration
  • The willingness to obtain either of the following certifications: CFA, CAIA, CFP®, CMT, or CIMA
  • Series 65 or 66 required within the first six months of hire

Communication skills:

  • Experience and ability to communicate and manage third-party asset manager relationships
  • Excellent interpersonal relationship skills required
  • Highly effective oral and written communication skills required
  • Able to prepare client facing communications in a professional manner (word, ppt)
  • High EQ - emotional intelligence is a plus

Analytical skills:

  • Ability to read & decipher a multitude of data sets and then clearly tell the story
  • Understanding of business entities and their various structures
  • Ability to audit large datasets to identify any abnormalities and trends

Software usage & proficiency:

  • Microsoft Office: Excel, Outlook, Word, PowerPoint – required
  • Excel modeling and advanced functions - required
  • Orion Advisor software (Eclipse) – preferred
  • Salesforce - preferred
  • Brokerage trading and account interfaces (i.e., Fusion, Schwab Advisor Center, etc.)
  • Market databases and analytics (i.e., YCharts, PitchBook, etc.)

What we provide you:

Competitive compensation includes:

  • Salary
  • Bonus
  • Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth
  • Open and supportive team-based environment
  • Paid Time Off
  • Full medical, dental, vision benefits

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $65k base + bonus

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