Senior Trading Associate

Beacon Pointe Advisors • Scottsdale, AZ

1d • Onsite

About The Position

Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as a Senior Trading Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Requirements

• Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
• 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
• Excellent interpersonal and verbal/written skills
• Strong commitment to detail with excellent organization and prioritization skills
• Self-starter with a proven ability to work in a fast-paced, evolving work environment
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

Nice To Haves

• Experience with Tamarac or Envestnet preferred
• Experience with Charles Schwab, Fidelity and/or institutional platforms and paperwork preferred

Responsibilities

• Place Mutual Fund, ETF and equity trades through Charles Schwab, Fidelity, or SEI.
• Research and respond to routine-to-complex inquires within defined service level commitments
• Trade Correction processing, reporting and analysis
• Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
• Partner with internal teams to document, review and update firm policies & procedures
• Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet
• Assist advisors and their team with system navigation, configuration, and account setup
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees