Trading Operations Specialist

Advisor Group Inc.; Saint Petersburg (FL); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401k

Paid time away

Annual bonus

Job summary

Advisor Group Inc. is seeking a full-time member for their Trading Support team in St. Petersburg, Florida. The role involves supporting over 11,000 financial professionals by addressing service-related inquiries and facilitating mutual fund transactions.

The ideal candidate will possess strong analytical skills and proficiency in Microsoft Office. A Bachelor's degree is preferred, along with a customer-focused mindset. Additional benefits include health insurance, retirement plans, and paid time off.

Qualifications

• Ability to prioritize and multi-task in a fast-paced environment.
• Strong customer focus orientation with high attention to detail.
• 2+ years experience in financial services operations preferred.

Responsibilities

• Service inquiries regarding mutual fund procedures.
• Process and facilitate mutual fund transactions.
• Reconcile reject/error accounts.

Skills

Customer focus orientation

Analytical mindset

Microsoft Office proficiency

Excellent communication skills

Organizational skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Outlook

PowerPoint

Job description

Advisor Group Inc. is seeking a full-time member for their Trading Support team in St. Petersburg, Florida. The role involves supporting over 11,000 financial professionals by addressing service-related inquiries and facilitating mutual fund transactions.

The ideal candidate will possess strong analytical skills and proficiency in Microsoft Office. A Bachelor's degree is preferred, along with a customer-focused mindset. Additional benefits include health insurance, retirement plans, and paid time off.