Trading Operations Specialist

Raymond James; Saint Petersburg (FL); Hybrid; USD 60,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Critical illness insurance

Accident insurance

Job summary

Raymond James in Florida seeks a Trading Support Analyst to assist in executing trade orders, maintaining security masters, and researching issues across accounts. The role requires strong accuracy and an ability to resolve complex problems with customers and advisors.

The ideal candidate will have familiarity with investment securities, trading platforms, and regulatory requirements. Hybrid work arrangement and comprehensive benefits are provided.

Qualifications

• Experience with securities trading and investment management concepts.
• SIE Required; Series 7 preferred.

Responsibilities

• Maintain and update the security master using appropriate databases.
• Query databases to provide research and resolve issues.
• Receive, review, and execute trade orders; monitor for overdrafts and policy compliance.
• Coordinate with Financial Advisors on downgrades and maturities; provide pricing info.
• Prepare TIC agenda reports and assist in portfolio adjustments per policies.
• Collaborate with analysts to manage model portfolios and support audits.

Skills

Identifying financial events

Reconciling transactions

Updating information systems

High-volume phone handling

Office software usage

Education

Bachelor’s in Accounting

Bachelor’s in Business Administration

Bachelor’s in Finance

Job description

Raymond James in Florida seeks a Trading Support Analyst to assist in executing trade orders, maintaining security masters, and researching issues across accounts. The role requires strong accuracy and an ability to resolve complex problems with customers and advisors.

The ideal candidate will have familiarity with investment securities, trading platforms, and regulatory requirements. Hybrid work arrangement and comprehensive benefits are provided.