Trading Operations Coordinator

1 week ago


Scottsdale, Arizona, United States Beacon Pointe Advisors Full time
Responsibilities
As a Trading Associate at Beacon Pointe, you will be responsible for placing Mutual Fund, ETF, and equity trades through Charles Schwab, TD Ameritrade, or Fidelity. You will also research and respond to routine-to-complex inquiries within defined service level commitments, and trade correction processing, reporting, and analysis. Additionally, you will handle incoming inquiries from advisor teams related to troubleshooting and reviewing complex account and data discrepancies, and partner with internal teams to document, review, and update firm policies & procedures.

The estimated annual salary for this position is $65,000 - $85,000, depending on experience and qualifications.

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