Trading & Operations Associate: Launch Your Finance Career

Retirement Management Systems Inc; Stevensville (MD); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

401(k) matching

Job summary

Retirement Management Systems Inc, a growing Registered Investment Adviser (RIA), seeks a motivated Trading & Operations Associate to learn how retirement plans and investment management work. You will gain hands-on exposure to 401(k), 403(b), 457 and other defined contribution plans, investment transactions, portfolio management, financial technology and client service.

This entry-level role emphasizes building a career in financial services, with opportunities for increasing responsibility and

Qualifications

• Associate's degree or higher, preferably in business, finance, accounting, economics or a related field.
• Strong basic math skills and comfort working with percentages, dollar amounts and financial data.
• Basic proficiency with Microsoft Excel.
• Excellent computer and website navigation skills—you should be comfortable learning new websites and software platforms.
• Exceptional attention to detail and accuracy.
• Strong organizational and time-management skills.
• Good verbal and telephone communication skills.
• Professional written communication skills.
• The ability to follow established procedures consistently.
• The ability to work independently while knowing when to ask questions.
• A willingness to learn the fundamentals of investments, retirement plans and financial markets.
• A clean background check.

Responsibilities

• Execute and process investment trades for 401(k), 403(b), 457 and other defined contribution retirement accounts.
• Navigate multiple financial-services websites and retirement plan platforms to research accounts, process transactions and verify information.
• Enter and maintain investment and account data accurately.
• Review trade information and account details for accuracy before and after transactions.
• Perform calculations involving investment amounts, percentages and account balances.
• Monitor transactions and follow up on items that require additional attention.
• Communicate with clients and other financial-services professionals by telephone and email.
• Assist with reconciliation and quality-control procedures.
• Maintain organized records and documentation.
• Use Microsoft Excel for basic data entry, calculations, sorting, filtering and other routine tasks.
• Learn and work within the firm's investment-management and trading procedures.
• Assist other members of the investment and operations team as needed.

Skills

Excel

Attention to detail

Organizational skills

Time management

Verbal communication

Written communication

Independent work

Willingness to learn

Follow procedures

Questioning when needed

Education

Associate's degree or higher

Tools

Microsoft Excel

Job description

Retirement Management Systems Inc, a growing Registered Investment Adviser (RIA), seeks a motivated Trading & Operations Associate to learn how retirement plans and investment management work. You will gain hands-on exposure to 401(k), 403(b), 457 and other defined contribution plans, investment transactions, portfolio management, financial technology and client service.

This entry-level role emphasizes building a career in financial services, with opportunities for increasing responsibility and