Trading Operations Associate: ETFs & Mutual Funds

Truepoint Wealth Counsel, LLC; Cincinnati (OH); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Truepoint Wealth Counsel, LLC in Cincinnati, Ohio, is seeking an Associate Trader to effectively monitor client portfolios using the Tamarac platform. This role requires a Bachelor's degree in Finance, Economics, or Accounting, and a strong attention to detail. Responsibilities include executing trades, collaborating with internal teams, and ensuring efficient trading processes. Ideal candidates are self-motivated and thrive in structured environments. Benefits include a hybrid work model and opportunities for professional growth.

Qualifications

• Bachelor's degree or equivalent experience in back office operations for an RIA.
• Self-motivated, detail-oriented, and able to work both collaboratively and autonomously.
• Experience with trading, Tamrac, and systems operations preferred.

Responsibilities

• Monitor and review client portfolios using the Tamarac trading platform.
• Place trades with precision and tax efficiency based on rules.
• Communicate regularly with advisors and internal specialists.

Skills

Attention to detail

Ability to coordinate across teams

Strong systems aptitude

Education

Bachelor's degree in Finance, Economics, Accounting

Tools

Tamarac

Orion

Job description

Truepoint Wealth Counsel, LLC in Cincinnati, Ohio, is seeking an Associate Trader to effectively monitor client portfolios using the Tamarac platform. This role requires a Bachelor's degree in Finance, Economics, or Accounting, and a strong attention to detail. Responsibilities include executing trades, collaborating with internal teams, and ensuring efficient trading processes. Ideal candidates are self-motivated and thrive in structured environments. Benefits include a hybrid work model and opportunities for professional growth.