Trader, Operations

Osaic; Atlanta (GA); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Volunteer days

Job summary

Osaic seeks a full-time support representative for its customer-facing Trading Support team in Atlanta. Candidates will assist over 11,000 Financial Professionals by addressing inquiries and processing transactions. This role requires strong communication skills and attention to detail.

The position necessitates a collaborative approach to ensure best-in-class service. Osaic offers a hybrid work schedule, competitive salary, and comprehensive benefits including health insurance and a 401(k).

Qualifications

• Ability to prioritize and multi-task in a fast-paced environment.
• Excellent communication and organizational skills.
• Strong attention to detail.

Responsibilities

• Field inquiries regarding mutual fund procedures and charges.
• Process and facilitate mutual fund transactions.
• Perform quality control on trades and corrections.

Skills

Microsoft Word

Excel

Internet Explorer

Outlook

PowerPoint

Analytical mindset

Problem-solving skills

Strong customer focus

Education

Bachelor’s degree in business, finance, or related field

Job description

United States Locations

• Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339
• La Vista: 12325 Port Grace Blvd, La Vista, NE 68128
• Oakdale: 7755 3rd St. N, Oakdale, MN 55128
• Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
• St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: $60,000 - $65,000 per year + annual bonus. Actual compensation determined individually based on job-related factors including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401(k), paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary

As a member of our customer‑facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country – helping grow and support their firms. As part of the Trading Support team in the broader Trading, Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational activities through both phone and processing. A collaborative and entrepreneurial approach will drive success as you learn and navigate all trading aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best‑in‑class service in every interaction with Osaic.

Our Trading Support team members receive robust training prior to moving onto the “floor” taking calls and processing transactions for our network of Financial Professionals. Support is related to a variety of service‑related issues with exceptional experience as the goal. These are not sales roles, rather they are truly support and education experts. Our teams work Monday through Friday schedules.

Education Requirements

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.

Responsibilities

• Serve as representative for the Osaic Network.
• Field inquiries regarding mutual fund procedures and charges.
• Process and facilitate mutual fund transactions from representatives.
• Act as liaison between representatives, clearing firm and sponsors.
• Reconcile reject/error accounts and process loss billing.
• Perform quality control on manual trades and corrections processed by traders.
• Acknowledge trade rejects/market timing notifications.
• Prioritize information that needs immediate attention.
• Ensure timely follow‑up concerning all issues and inquiries.
• Perform all other duties as assigned.

Basic Requirements

• Ability to prioritize and multi‑task in a fast‑paced environment.
• Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.
• Excellent communication and organizational skills.
• Quick learner with basic technical skills to efficiently navigate through various systems.
• Strong customer focus orientation.
• High attention to detail, analytical mindset, and problem‑solving skills.
• Ability to work independently and maintain elevated levels of quality.
• Self‑motivated individual capable of meeting departmental expectations and deadlines.
• Ability to participate and contribute to a team environment.

Preferred Requirements

• 2+ years’ experience in financial services operations or broker‑dealer setting.
• Bachelor’s degree in business, finance, or related field is preferred.
• FINRA Series 7 license.