Trading Operations Assistant
3 weeks ago
Trilogy Financial is seeking a detail-oriented and organized 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.
This role offers growth potential, with opportunities for advancement to a Trader position. Pursuit of a Chartered Financial Analyst (CFA) designation is highly encouraged. The Trading Assistant will report to the Chief Investment Officer (CIO) and collaborate closely with the Service and Compliance Teams.
Key Responsibilities- Data entry and quality assurance checks
- Assist in daily execution of trades through running reports
- Collaborate with internal teams to resolve discrepancies
- Support future scalability
- 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
Trilogy Financial values their employees like families. The following are some of the benefits of a career with Trilogy Financial:
- Competitive compensation
- Comprehensive health, dental, and vision insurance
- Life and disability coverage
- Paid time off and holidays
- Employee advantage program
- Employee assistance program
- 401(k) matching
- Eligible profit sharing
- Career development, mentorship, and education
- Team events and parties
- Achievement awards and trips
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Trading Operations Assistant
2 weeks ago
Irvine, California, United States Trilogy Financial Full timeJob SummaryTrilogy Financial is seeking a detail-oriented and organized Trading Assistant to support the Trading Department with daily operational tasks. The successful candidate will help 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...
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Trading Operations Assistant
3 weeks ago
Irvine, California, United States Trilogy Financial Full timeJob SummaryThis entry-level role supports the Trading Department with daily operational tasks, maintaining the integrity of portfolios through execution of trading and auditing practices, including data entry and review for quality and accuracy. The Trading Assistant will generate trading reports and communicate with advisors and operations staff to address...
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Trading Operations Assistant
3 weeks ago
Irvine, California, United States Trilogy Financial Full timeJob SummaryThis entry-level role supports the Trading Department with daily operational tasks, maintaining the integrity of portfolios through execution of trading and auditing practices, including data entry and review for quality and accuracy. The Trading Assistant will generate trading reports and communicate with advisors and operations staff to address...
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Trading Assistant
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Irvine, California, United States Trilogy Financial Full timeJob SummaryTrilogy 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...
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Trading Assistant
2 weeks ago
Irvine, California, United States Trilogy Financial Full timeJob SummaryTrilogy 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...
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