What are the responsibilities and job description for the PORTFOLIO TRADING AND OPERATIONS ASSOCIATE position at AdvisorNet Financial?
Primary Purpose :
The Portfolio Trading and Operations Associate is responsible for trade execution, reporting, rebalancing using trading software, and Global Investment Performance Standards reporting and verification. This position will serve as a point of contact for advisors questions, concerns, and inquiries.
Key Responsibilities and Essential Functions :
- Serve as point-of-contact for any new or in-force business related inquiries, concerns, and escalated or complex advisor service and trade requests. Cultivate strong advisor relationships to deliver VIP customer service experience.
- Trade, reconcile, and rebalance accounts in a timely manner.
- Support onboarding new advisors to Portfolio Partners.
- Partner with advisors on recommendations related to proposal requests. Respond directly to advisor inquiries.
- Maintain all client and workflow related tasks and communications in customer relationship management (CRM) database.
- Communicate in collaboration with marketing and compliance on investment strategies and portfolio updates.
- Support Global Investment Performance Standards reporting and verification processes using trading and reporting software.
- Recommend and implement best practices regarding systems and processes to maximize efficiency and consistency, reduce errors, and maintain high quality of information.
- Maintain compliance integrity and tracking of communications.
- Recurring and ad hoc reporting for internal team and clients using software such as Tamarac and Redtail.
- Meet or exceed the established department metrics.
- Other special projects and duties as assigned within functional / knowledge area.
Job Specifications :