6 Month Contract

Under routine supervision, uses entry level knowledge and skills obtained through experience and/or training to assist in providing support in specific trading activities within an assigned functional area. Follows established procedures to perform routine tasks and receives guidance and direction to perform other non-routine tasks with limited decision-making responsibility. Resolves most questions and problems and refers new or unusual issues to a higher level. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.

Essential Duties and Responsibilities

• Assists in ensuring that trades are executed and confirmed in accordance with organizational policies and procedures.
• Assists in reconciling trade data.
• Assists in researching trade problems and suggests appropriate corrective action.
• Contacts internal and external customers to resolve trading problems as directed.
• Sets up new security symbols on information system.
• Sets up and monitors client information and restrictions.
• Assists in updating and maintaining trade data and information in required databases.
• Accepts, screens and routes telephone calls and maintains record of inquiries, as required.
• Maintains currency in trading policies and procedures.
• Operates standard office equipment and uses required software applications.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Industry regulations related to trading activities.
• Basic concepts, practices and procedures of securities trading.
• Basic accounting principles and procedures.
• Mathematical procedures required to verify and reconcile trading transactions.

Skill in

• Identifying financial events that effect orders
• Reconciling and correcting transactions.
• Updating and maintaining information systems.
• Handling a high volume phone system.
• Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence.

Ability to

• Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Read, interpret, analyze and apply transaction information.
• Communicate effectively, both orally and in writing with associates, and internal and external customers.
• Work independently as well as collaboratively within a team environment.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Maintain currency in trading policies and procedures.

Education/Previous Experience

• High School Diploma or equivalent and one (1) year of experience in the financial services industry preferred but not a must

Job Types: Full-time, Contract

Pay: Up to $22.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Saint Petersburg, FL 33716: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: Hybrid remote in Saint Petersburg, FL 33716

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