Entry-Level Trading Ops Associate: Path to Trader

Trilogy Financial Group

Irvine (CA)

On-site

USD 34,000 - 39,000

Full time

22 hours ago

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Benefits offered by this job

Competitive compensation

Health, dental, vision insurance

Life and disability coverage

Paid time off and holidays

Employee advantage program

Employee assistance program

401(k) matching

Career development and mentorship

Team events and parties

Achievement awards and trips

Job summary

Trilogy Financial Group in Irvine, California, is seeking an entry-level Trading Operations Assistant to support the Trading Department with data entry, trade execution support, and auditing to ensure portfolio accuracy. You will communicate with advisors and operations staff to address inquiries and help generate trading reports.

Growth potential toward a Trader role exists with demonstrated performance. The role reports to the Trading Operations Manager and collaborates with Service and

Qualifications

Detail oriented with superior problem-solving skills.
Meets the values of the firm – client centered, teamwork, humility, and perseverance.
Excellent verbal and written communication – clear and concise.

Responsibilities

Data Entry
Assist in daily execution of trades through running reports and performing quality assurance checks
Collaborate with internal teams to resolve discrepancies.
Other duties assigned.

Skills

Attention to detail

Client-focused

Clear communication

Growth mindset

Proactive problem solving

Financial services experience (nice to

Job description

Growth potential toward a Trader role exists with demonstrated performance. The role reports to the Trading Operations Manager and collaborates with Service and

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