Trade Operations Specialist
7 days ago
At Carson Group Holdings, LLC, we're seeking a skilled Trade Operations Specialist to join our team. As a key member of our operations team, you'll play a critical role in ensuring the accuracy and timeliness of trade processing.
Key Responsibilities:
- Prepare accounts with multiple strategies for trade execution
- Post trade account review
- Issue resolution with internal and external teams
- Ongoing data review and reporting
- Coordinating with internal and external teams to develop and maintain procedure documentation and training
- Coordinating with the Training team to provide instruction on Partner trade operations
- Coordinating with the Transformation team to assist Partners in transition to understand trade processes and procedures
- Lead on implementation of trade operation projects
Requirements:
- Intermediate level of skill in Microsoft Office (Word, Excel, Outlook, PowerPoint, etc)
- Familiar with, or eagerness to learn new technology skills
- Familiar with trade operations and custodial platforms
- Ability to prioritize his/her responsibilities and perform under pressure in a fast-paced environment
- Superior written, verbal and interpersonal communication skills
- Ability to demonstrate confidence to proactively identify potential concerns that call for formal attention as well as ability to communicate that potential concern professionally
- Flexibility and a strong ability to multi-task while remaining highly organized with attention to detail
- Ability to explain processes and procedures while acting in a professional manner
- Superior customer service skills with sense of urgency and excellent response times required
Preferred Qualifications:
- Bachelor's Degree in related field
- 2-3 years operations and/or trade experience in a fast-paced environment, at a registered investment advisory firm is preferred
- Orion experience preferred
- Experience with Salesforce a plus
We offer a competitive salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. We strive to promote the health and wellness of our stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
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