Trade Associate - Energy
About The Position
The Trade Associate supports brokers in their daily activities so they can focus on servicing existing clients and marketing to new clients. The role accepts and routes customer orders, changes, and cancellations; communicates order fills and margin information; supports margin-call processing; reconciles accounts and maintains customer information and documentation; assists with new account paperwork and folders; and supervises option expiration and futures delivery processes. The position also includes other administrative duties as needed. This is an onsite role in Kansas City, Missouri. Compensation is described as typical for entry-level financial services positions in the region, but no salary range is provided.
Requirements
- Bachelor’s degree; the posting also identifies finance, business, or Agricultural Economics, or equivalent work experience, as preferred.
- Obtain Series 3 certification within 60 days of employment; an earlier section states within the first year.
- Ability to multitask and prioritize multiple projects in a busy, demanding environment.
- Professional and mature communication skills.
- Numerical capability and advanced proficiency in Excel, including spreadsheet creation and cell formulas.
- Excellent interpersonal skills and ability to work with a variety of people and personalities.
- Candidates graduating after August 2026 will not be considered.
Nice To Haves
- A degree in finance, business, or Agricultural Economics, or equivalent work experience.
Responsibilities
- Accept customer orders, changes, and cancellations and distribute them to the trade desk for transaction placement.
- Notify customers of filled orders, margin positions, and other pertinent information.
- Review the morning margin-call list and contact each client to review their margin call.
- Coordinate with customers, financial contacts, and the StoneX Accounting office to ensure timely and accurate processing of margin calls and resolve wire-transfer issues.
- Reconcile accounts and update customer information.
- Maintain documentation for wire requests, instructions, and questions.
- Ensure new-account paperwork is completed properly and request additional information when needed.
- Prepare and maintain new-account folders.
- Supervise the option expiration and futures delivery process.
- Perform administrative duties as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
