Trading Specialist
About The Position
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking a Trading Specialist. This position will be based out of our St. Cloud, MN office. Internal candidates located in a Cetera office hub may also be considered.
Requirements
- Organizational skills
- Excellent interpersonal and customer service skills
- Experience with Microsoft Excel and general databases
- The desire to expand your knowledge of equity trading as this would be a prerequisite position for the licensed Trader position
Responsibilities
- Complete various administrative requests from field representatives, such as trade corrections and mutual fund conversions.
- Complete information requests from external agencies.
- Support the Trading Desk in servicing clients
- Explains trading procedures to reps and other customers, answers questions and provides quotes
- Researches and resolves issues in trading area
- Ensures that all trades meet internal and external compliance standards
Benefits
- competitive performance-based bonus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
