Trade Specialist jobs in Sonora, KY

Location: Louisville, KY (Hybrid)

This is a hybrid position primarily based in Louisville, KY office location.  We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working. 

We give you a world of potential

We have a unique opportunity for someone to contribute their talents and strengths as a Trade Specialist – Investment Services.

A role you will love

The Trade Specialist is responsible for the daily processing of Dividend Reinvestment Plans (DRP), Direct Stock Purchase Plans (DSPP) and Alternative Investments (REITS) in a timely and accurate manner. Acts as a product expert for assigned clients to ensure all aspects of the DRP/DSPP/REIT products are processed as intended according to the plan.

The primary responsibilities include, but are not limited to, the following:

• Process investments while adhering to the standards of accuracy across various functions, for Dividends, Optional Cash, ACH Debits, and Payroll.
• Ensure all purchases are balanced and traded as intended, facilitating successful settlement and allocation of all shares being purchased. Conduct quality checks throughout the entire investment process.
• Work with other internal team members, fostering an environment that encourages teamwork and communication. Create and follow highly efficient operational processes that avoid control, quality deficiencies and associated monetary losses.
• Communicate effectively with the brokerage community as well as internal/external clients.
• Create detailed analysis reports regularly for our clients. 
• Process monthly DTC CIL fractional sales for our Private REIT clients
• Process Redemption sales as requested by the Alternative Investment, Relationship Management Team.
• Perform other duties and responsibilities as assigned.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. 

What will you bring to the role?

• Bachelor's degree (B. A.) from four-year college or university; 
• 2 years related experience in the Banking industry (required)
• Experience with Broker/Dealer Relationships (preferred)
• Demonstrated math skills – numbers oriented previous roles
• Ability to multitask and acute attention to details
• Excellent Communication Skills
• MS Office Suite (Word, Excel, Outlook) – high volume usage – formulas, spreadsheet management (required)

If this sounds like just the role you’ve been looking for, be sure to apply today!

Rewards designed for you   

Paid parental leave, flexible working and a caring and inclusive culture. 

Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision. 

Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter. 

Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance. 

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our handbook will help you find out more about our rewards and life at Computershare, visit computershare.com/careers-handbook.

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