Equity Trading Support Specialist

advisorgroup; Atlanta (GA); Hybrid; USD 55,000 - 70,000; Full time

Job summary

Osaic is seeking a detailed and customer-focused professional to support our Equity Trading team. You will engage with Financial Professionals nationwide, process trades, resolve errors, and provide platform guidance with a proactive, service-driven mindset.

You will work in a hybrid office setup, leveraging strong communication and problem-solving skills to ensure accurate, timely assistance across trading activities and inquiries.

Qualifications

• 1+ years of customer service or call center experience.
• FINRA Series 7 & 63 license required.
• Proficient in MS Word, Excel, Internet Explorer, Outlook, PowerPoint.
• Excellent communication and organizational skills.
• Ability to work independently and meet deadlines.
• Self-motivated with strong customer focus.

Responsibilities

• Service the trading needs of representatives for the Osaic Advisor Network
• Process and facilitate equity & option transactions from representatives
• Field inquiries regarding securities policies, quotes, and fees
• Diligently process trade errors for firm and representatives
• Timely review of transactions for market and firm guidelines
• Prioritize information that needs immediate attention
• Ensure timely follow-up concerning all issues and inquiries
• Other duties as assigned

Skills

Customer service

Communication skills

Detail oriented

Analytical mindset

Microsoft Office

Team player

Education

Bachelor's degree in business/finance

Tools

Salesforce

Job description

Osaic is seeking a detailed and customer-focused professional to support our Equity Trading team. You will engage with Financial Professionals nationwide, process trades, resolve errors, and provide platform guidance with a proactive, service-driven mindset.

You will work in a hybrid office setup, leveraging strong communication and problem-solving skills to ensure accurate, timely assistance across trading activities and inquiries.