Trading Specialist

1 week ago

San Diego, United States Independent Financial Group Full time
Job DescriptionJob DescriptionSalary:

IFG, America’s Finest Broker-Dealer™, is an independent broker-dealer based in San Diego, California with 640 representatives located in over 350 offices across 40 states. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the past several years. Nationally, IFG’s success has been recognized in numerous financial services industry publications and received the # 1 ranking in Wealth Management Magazine’s Independent Broker-Dealer Report Card in 2017 and has won Runner-Up Broker-Dealer of the Year as named by Investment Advisor Magazine in 2016 and 2017.  IFG has also gained Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc. 500|5000 list.


Job Duties

  • Responsible for assisting representatives as needed with placing trades for retail brokerage and/or advisory accounts
  • Monitoring order flow/trade queues to ensure that trades are forwarded for execution in a timely and efficient manner
  • Ability to research (as necessary) and respond to representatives’ trade-related questions
  • Allocation of block trades at the end of the trading day
  • Review incoming trades to ensure account has shares/funds available or margin capability (and sufficient funds available)
  • Daily reconciliation and accounting functions related to the firms’ trading accounts
  • Ability to troubleshoot and quickly and easily resolve trade-related issues 
  • Monitor alerts throughout the day to quickly resolve trade-related issues
  • Review end of day reports for any issues that need to be resolved and work to timely resolve them
  • Additional trade-related tasks as necessary


Qualifications

  • At least 2 years prior trade desk experience
  • Working knowledge of the financial markets (including equities, fixed income, mutual funds and ETFs)
  • Knowledge of investment management operations and practices including trading and portfolio accounting systems
  • FINRA Series 7 (required), FINRA Series 4 (preferred)
  • Strong attention to detail and sense of urgency
  • Excellent customer service skills
  • Familiarity with Pershing’s NetX system (preferred) or ability to learn quickly
  • Work with a high level of accuracy in a fast-paced environment
  • Ability to build relationships internally and externally
  • Strong oral and written communication skills



Competencies

  • Critical Thinking-ability to analyze data and problem solve quickly and efficiently
  • Team Oriented-able to partner effectively to drive success of business
  • Business Acumen-Relevant knowledge of the Financial Services industry; ability to make sound business decisions
  • Learning Capacity-able to quickly and easily learn systems and technology


Compensation

  • Market-level compensation based on experience. IFG offers a competitive benefits package with Company paid Medical, Dental and Vision, and 401k matching.

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