Operations & Trade Support Associate

PowerToFly; Louisville (KY); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial services firm in Louisville, KY is seeking a Service Associate to manage operational support functions including document management, money movement, and trade support. Ideal candidates possess strong computer skills, exceptional interpersonal abilities, and a detail-oriented approach. A high school diploma is required, and a college degree is preferred. The firm values diversity, inclusion, and offers comprehensive benefits to its employees.

Qualifications

• High School Diploma required; college degree preferred.
• Strong understanding of operational support functions.
• Ability to maintain focus and prioritize tasks effectively.

Responsibilities

• Manage documents with quality reviews for accuracy.
• Perform basic money movement functions and assist with trade adjustments.
• Support service and risk management through audit preparedness.

Skills

Strong computer skills and knowledge of Microsoft Office products

Exceptional writing, interpersonal and client service skills

Detail oriented with superior organizational skills

Team player with the ability to collaborate

Ability to work in a fast-paced environment

Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Job description

A leading financial services firm in Louisville, KY is seeking a Service Associate to manage operational support functions including document management, money movement, and trade support. Ideal candidates possess strong computer skills, exceptional interpersonal abilities, and a detail-oriented approach. A high school diploma is required, and a college degree is preferred. The firm values diversity, inclusion, and offers comprehensive benefits to its employees.