Trading Operations Associate – Entry Level

Trilogy Financial Services, Inc.; Irvine (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive health, dental, vision

Life and disability coverage

Paid time off and holidays

401(k) matching

Job summary

Trilogy Financial Services, Inc. in Irvine, CA seeks an entry-level Trading Operations Assistant to support the Trading Department with daily tasks, data entry, and auditing to preserve portfolio integrity.

You will communicate with advisors and operations staff to address inquiries and generate trading reports. The role offers growth potential, with opportunity for promotion to Trader as responsibilities and understanding of trading operations deepen.

Qualifications

• Detail oriented with strong problem solving.
• Excellent verbal and written communication skills.
• Willingness to learn and grow in trading operations.

Responsibilities

• Data Entry and daily trade execution support.
• Generate trading reports and QA checks.
• Coordinate with advisors and operations teams to resolve discrepancies.
• Support scalability and process improvements.
• Perform other duties as assigned.

Skills

Attention to detail

Data entry

Communication

Teamwork

Growth mindset

Job description

Trilogy Financial Services, Inc. in Irvine, CA seeks an entry-level Trading Operations Assistant to support the Trading Department with daily tasks, data entry, and auditing to preserve portfolio integrity.

You will communicate with advisors and operations staff to address inquiries and generate trading reports. The role offers growth potential, with opportunity for promotion to Trader as responsibilities and understanding of trading operations deepen.