Trading Specialist

Allen Capital Group•Omaha, NE

6d•Onsite

About The Position

Allen Capital Group is seeking a Trading Specialist for their Omaha office. This role is crucial for implementing investment strategies and ensuring accurate, efficient, and consistent execution across client portfolios. The ideal candidate will be detail-oriented, comfortable with technology, and take ownership of their work. While industry experience is not required, a strong interest in investments and financial markets is beneficial. The role emphasizes accuracy, consistency, and doing things right the first time, even though efficiency is also important. Success means trades are executed accurately, client cash needs are met on time, model changes are implemented correctly, and potential issues are proactively identified.

Requirements

Bachelor's degree.
Interest in investments, financial markets, wealth management, or financial services.
Strong attention to detail and a commitment to getting things right.
Advanced Excel skills and comfort working with large amounts of data.
Ability to manage multiple priorities in a fast-moving environment without sacrificing accuracy.
Self-motivated and comfortable working independently while knowing when to ask questions.
A “second-level thinker” who looks beyond the immediate task, considers the downstream impact, and asks what could happen next.
Adaptable and comfortable with changing processes, technology, and priorities as the firm grows.
Strong communication skills and the ability to work effectively with advisors, investment professionals, and other members of the team.
Comfortable spending much of the day working across trading systems, spreadsheets, and web-based technology.
Demonstrates sound judgment and discretion when working with confidential client and firm information.

Nice To Haves

Market knowledge and an understanding of trading concepts are a plus, but not required.
Experience with Schwab, Orion, or similar custodial and portfolio management platforms is a plus.
Brings a positive attitude and contributes to a collaborative, enjoyable team culture.

Responsibilities

Assign and invest client accounts according to approved model allocations and advisor requests.
Execute ETF, mutual fund, and equity trades as directed by the Chief Investment Officer, Portfolio Manager, and advisors.
Partner closely with the investment team to implement model changes across hundreds of client accounts.
Raise and manage cash within client accounts for distributions, withdrawals, fees, and other client needs.
Process on-demand trade requests from advisors while maintaining a high standard of accuracy.
Update and maintain trading models based on direction from the Chief Investment Officer and Portfolio Manager.
Review prior-day trading activity to confirm proper execution and identify potential issues.
Complete daily data scrubs, reports, and queries to verify custodian data and maintain accurate information within the trading system.
Liquidate accounts and individual positions when necessary to meet client needs or facilitate account transitions.
Use Excel and other technology platforms to analyze account data, identify exceptions, and support trading workflows.
Help identify opportunities to improve trading processes, reduce errors, and create greater efficiency as the firm grows.