Trading Specialist
4 days ago
As a Trading Specialist at Insight Global, you will play a critical role in supporting the Wealth Management & Investment Services (WMIS) business lines and their clients. This is a hybrid role that requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.
Key Responsibilities- Trade Execution: Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.
- Client Support: Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required.
- Relationship Building: Establishes and maintains strong working relationships with mutual fund representatives and service providers.
- Account Management: Responsible for the operational support and processing of WMIS client accounts and products of various types and sizes established by clients for various purposes.
- Compliance: Accountable for compliance with established department policies and procedures.
- Education: Bachelor's Degree in related fields (Business or Finance) or Two Years of equivalent experience in Finance.
- Technical Skills: Excel experience (filtering and sorting features and functions), MS Access, and proficiency in Microsoft Office applications.
- Soft Skills: Great communication, energy, and work ethic, ability to multitask and meet established deadlines in a dynamic work environment, demonstrated analytical, problem-solving, decision-making, and organizational skills, effective customer relations, interpersonal, and verbal and written communication skills.
We can pay between $18/hr-$19.50/hr. Exact compensation may vary based on several factors, including skills, experience, and education.
Contract DetailsThis is a 1-year contract with the possibility of extension or permanent employment.
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