What are the responsibilities and job description for the Trading Service Associate position at Advisors Excel?
| Position: Trading Service Associate | ||
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| Job Id: 2125 | ||
| # of Openings: 1 | ||
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Position: Trading Service Associate
Department: Wealth Management Marketing
Overview:
As part of the dynamic trade team, the Trading Service Associate acts as a liaison between advisors, internal staff, custodians, and external technology vendors to facilitate various trade related tasks. Responsibilities include confirming execution of all transitions, taking trade related calls/emails, resolving trade restrictions, and conducting platform training. If you are interested in learning about all aspects of the trading process this job could be perfect for you!
What you'll do:
Experience you'll bring:
Bonus Points:
What you'll get:
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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