Trading Assistant
Company: Trilogy Financial
Location: Irvine
Posted on: October 2, 2024
|
|
Job Description:
Description:Company SummaryEstablished in 1999, Trilogy has
grown to be a nationwide firm with clients from coast to coast. We
are committed to building relationships with our clients while
using solid financial principles to manage the over $3 billion
dollars in assets our clients have entrusted us to manage.
Committed to providing opportunities for people to live their best
lives, we continue to recruit and mentor new talent to the
industry. Consequently, our multi-generational staff of over 130
employees understands the needs and perspectives of a wide variety
of client needs. Today, as always, Trilogy lives by its development
motto: never stop growing. Where will Trilogy's story lead? We
believe the sky's the limit. Benefits SummaryTrilogy Financial
values their employees like families. The following are some of the
benefits of a career with Trilogy Financial: Competitive
CompensationComprehensive Health, Dental and Vision InsuranceLife
and Disability CoveragePaid Time Off and HolidaysEmployee Advantage
ProgramEmployee Assistance Program401(k) matching Eligible Profit
Sharing Career Development, Mentorship and EducationTeam Events and
PartiesAchievement Awards and TripsJob SummaryThis position is an
entry-level role that supports the Trading Department with daily
operational tasks. The Trading Assistant 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. Additional tasks may involve generating
trading reports for the Trading Department and other operational
teams. The Trading Assistant will communicate via email and
verbally with advisors and other operations staff to address
Trading Department inquiries.This role offers growth potential;
individuals who excel in their responsibilities and demonstrate a
deep understanding of trading operations may have the opportunity
for promotion 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.CompensationHourly: $22.00 - $25.00Essential Duties /
ResponsibilitiesData EntryAssist in daily execution of trades
through running reports and performing quality assurance
checksCollaborate with internal teams to resolve
discrepancies.Support future scalability.Other duties
assigned.PM21Requirements: Minimum Qualifications 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.Skills
RequirementsAttention to detail and high quality of work.Ability to
work with both advisors and management for the betterment of our
clients.Coachable, trainable, and willing to grow in a career at
Trilogy.Shows initiative to proactively identify additional client
needs or wants and present solutions with team support.Financial
Service or Broker Dealer experience preferred by not
required.Physical RequirementsThe 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. While performing the duties
of this position, the employee is regularly required to talk or
hear. The employee frequently is required to use hands or fingers,
handle or feel objects, tools, or controls. The employee is
occasionally required to stand; walk; sit; and reach with hands and
arms. The employee must occasionally lift and/or move up to 10
pounds. Specific vision abilities required by this position include
close vision, distance vision, and the ability to adjust focus. The
noise level in the work environment is usually low to moderate.This
job description does not constitute a contract of employment; the
company may exercise its employment-at-will rights at any time.Work
EnvironmentThis job operates in a professional office environment.
This role routinely uses standard office equipment such as
computers, phones, photocopiers, filing cabinets and fax machines.
This position requires prolonged periods of time sitting or
standing at a desk and working on a computer. The position and
duties must be performed in the branch office. If performing work
in a remote location, all compliance and office safety requirements
apply. Note:This job description in no way states or implies that
these are the only duties to be performed by the employee(s)
incumbent in this position. Employees will be required to follow
any other job-related instructions and to perform any other
job-related duties requested by any person authorized to give
instructions or assignments. All duties and responsibilities are
essential functions and requirements and are subject to possible
modification to reasonably accommodate individuals with
disabilities. To perform this job successfully, the incumbents will
possess the skills, aptitudes, and abilities to perform each duty
proficiently. Some requirements may exclude individuals who pose a
direct threat or significant risk to the health or safety of
themselves or others. The requirements listed in this document are
the minimum levels of knowledge, skills, or abilities. This
document does not create an employment contract, implied or
otherwise, other than an at will
relationship.PI621fb3902049-25660-35670637
Keywords: Trilogy Financial, Santee , Trading Assistant, Accounting, Auditing , Irvine, California
Click
here to apply!
|