Trading Assistant

2 weeks ago


Irvine, California, United States Trilogy Financial Full time

Job Summary

Trilogy Financial is seeking a detail-oriented Trading Assistant to support the Trading Department with daily operational tasks. The ideal candidate will have a strong understanding of trading operations and be able to maintain the integrity of our portfolios through execution of practices related to trading and auditing, including data entry and review to ensure quality and accuracy.

Key Responsibilities

  • Assist in daily execution of trades through running reports and performing quality assurance checks
  • Collaborate with internal teams to resolve discrepancies
  • Support future scalability
  • Perform other duties as assigned

Requirements

  • Detail oriented with superior problem-solving skills
  • Meets the values of the firm – client centered, teamwork, humility, and perseverance
  • Excellent verbal and written communication – clear and concise

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.



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