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Trading Associate
Beacon Pointe Advisors LLC
Scottsdale, USA
Full-time
Entry · 1+ years experience
Onsite
USD 65000-75000 yearly / year
Discovered 1 weeks ago
Charles SchwabFidelitySEIEnvestnetTamaracOffice 365
Free
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Role Overview
Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as a Trading Associate in our Scottsdale, AZ office.
The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions.
The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Key Skills for This Role
Charles SchwabFidelitySEIEnvestnetTamaracOffice 365
Full Job Posting
Job Description
Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as a Trading Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Responsibilities
- Place Mutual Fund, ETF and equity trades through Charles Schwab, Fidelity, or SEI.
- Research and respond to routine-to-complex inquires within defined service level commitments
- Trade Correction processing, reporting and analysis
- Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
- Partner with internal teams to document, review and update firm policies & procedures
- Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet
- Assist advisors and their team with system navigation, configuration, and account setup
- Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
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