Trade Operations Specialist, Financial Services

Leddy Group
Portsmouth, NH Full Time
POSTED ON 4/18/2024

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!
Please share your resume in confidence to amber@leddygroup.com, call (603) 766-4909, or apply online at www.leddygroup.com.
IND79
Veterans and military spouses are encouraged to apply.
About Leddy Group
We are a privately owned, regional staffing company serving northern New England since 1994. We are real people helping real people find meaningful employment through our specialties:  Accounting & Finance, Administrative & Customer Service, Engineering, HR, Industrial and Skilled Manufacturing.
 

Salary.com Estimation for Trade Operations Specialist, Financial Services in Portsmouth, NH
$126,290 to $183,566
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