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Trades Operations Specialist

Leddy Group
Portsmouth, NH Full Time
POSTED ON 1/28/2025
AVAILABLE BEFORE 4/28/2025

Trade Operations Specialist, Financial Services

Our Portsmouth, NH client is seeking a Trade Operations Specialist for their team. This exciting full-time opportunity offers a positive and professional work culture, room to grow within the role, and highly competitive salary and benefits!

Responsibilities of the Trade Operations Specialist, Financial Services

  • Place trades via online platforms and directly with brokers following established trade policy
  • Record trade details into system
  • Update client information as needed
  • Prepare daily financial reports
  • Manage trading authorization process in conjunction with brokers
  • Assist with quarterly appraisal preparation and year-end reporting requirements
  • Reprice appraisals for client meetings
  • Perform additional tasks as assigned

Qualifications of the Trade Operations Specialist, Financial Services

  • Financial services experience
  • Experience processing trades highly preferred
  • Strong MS Office skills, especially Excel
  • High attention to detail and professionalism
  • Strong communication and interpersonal skills

    • We look forward to connecting with you about this Trade Operations Specialist, Financial Services role!

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