Investment Service Specialist – Trading

Job Description: • Support Advisor Teams and Ensure Accurate Trade Execution/Resolutions • Work closely with advisor teams, serving as a resource for trade workflows and operational guidance. • Review trade activity to identify discrepancies and ensure compliance with firm and regulatory standards. • Communicate resolutions promptly to advisors and stakeholders to maintain confidence in trading processes. • Assist with inquiries related to trade execution and provide recommendations for best practices. • Collaborate with Internal and External Partners on Trade Reconciliation • Partner with custodians, trading platforms, and internal teams to reconcile executed trades accurately. • Prepare and maintain reconciliation reports for management review and compliance purposes. • Ensure proper integration and data integrity across systems to support operational accuracy. • Support ad hoc requests and reporting needs related to trading operations. • Develop Processes to Increase Operational Efficiency and Reduce Risk • Identify opportunities to streamline trade workflows and reduce operational risk. • Collaborate with technology and operations teams on initiatives that enhance scalability and efficiency. • Contribute to strategic projects aimed at improving trading processes and error prevention. • Seek creative solutions to minimize administrative burden and improve advisor experience. Requirements: • Bachelor's degree (or equivalent experience) in business, finance or economics, or related • 3 years of experience in Financial Services with a focus on investment operations • Knowledge of financial markets and investment operations • Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients • Ability to create quality written presentations and articles for Advisor and client consumption • Ability to organize and prioritize workflow and projects • Proficient with Microsoft Office Suite or related software. • Familiarity with Salesforce and Support Org functionality Benefits: • Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Apply tot his job