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Trading Operations Specialist in Fort Lauderdale, FL at TradeStation

Date Posted: 12/1/2018

Job Snapshot

Job Description

Trading Operations Specialist
Plantation, FL
The Trading Operations Specialist is a key member of the operations and client support teams supporting trade processes, data management, client reporting and portfolio management functions. This person will work closely with the Client Services and Clearing Operations teams. This position requires strong computer skills, attention to detail, positive professional attitude, and ability to work in a team environment.  The individual is required to act decisively and exercise independent judgment in the daily responsibilities of the position. 
  • Real-time risk management and risk mitigation
  • Trade order creation and execution
  • Post trade processing and resolving trade settlement issues in a timely manner
  • Research and process corporate actions (i.e. tender offers)
  • Client reporting support
  • Support research and reporting on investment and operational projects as needed
  • Identify workflow/system improvements and work with supervisor and operations team to enact change
  • Establish and effectively monitor account level trading and broker restrictions
  • Review daily and periodic vendor reports and reconciliations. Identify potential issues and resolve with vendor
  • Monitor client cash flows; communicate and process according to firm procedures

  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
  • Ability to learn and assimilate information from multiple people and sources
  • A friendly professional demeanor and ability to excel in a team oriented environment
  • Strong proficiency with Microsoft Office suite especially Excel
  • Strong analytical and detail-oriented aptitude; a high degree of accuracy is required
  • Excellent communication and organizational skills
  • Ability to manage time effectively, set priorities and meet deadlines
  • Ability to learn and adapt to change
  • Proven ability to succeed in a high risk, high pressure environment
  • Must exercise discretion, independent judgment, and act decisively
  • Task oriented with the ability to meet multiple deadlines and manage projects and tasks through to completion
  • Willingness to work non-standard hours and overtime as needed
  • Strong individual contributor who works effectively as a member of a highly functioning team

  • Bachelor’s Degree from an accredited college or university
  • Minimum of 3 to 5 years financial industry experience with an emphasis on trading support and trade settlement.

  • Current active series 7, 63 and 3 licenses required; series 4 preferred