Trading Operations Specialist

Kestra Financial; Tempe (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Growth opportunities

Job summary

Kestra Financial is seeking a dynamic Trading Specialist to join Trading Operations. You will support Financial Professionals with trade-related needs, monitor trades, and assist with compliance and reporting to mitigate risk. A detail-oriented, service-minded candidate will thrive in a fast-paced, team-driven environment.

The role emphasizes accuracy, effective communication, and collaboration with clearing firms and internal partners to uphold Kestra’s standards.

Qualifications

• 1+ years industry related experience preferred.
• Must demonstrate service mindset and client focus.
• Comfort with trading-related processes and documentation.

Responsibilities

• Assist Financial Professionals with trade related operational needs.
• Maintain daily trade logs, blotters, and correction documentation.
• Support monthly/quarterly regulatory trade reporting statistics.
• Communicate effectively with professionals and internal staff.
• Demonstrate knowledge of revenue generating products within Trading Operations.

Skills

Attention to detail

Communication skills

Analytical skills

Reading/trading reports

Teamwork

Office mindset

Education

High School Diploma

College degree preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Kestra Financial is seeking a dynamic Trading Specialist to join Trading Operations. You will support Financial Professionals with trade-related needs, monitor trades, and assist with compliance and reporting to mitigate risk. A detail-oriented, service-minded candidate will thrive in a fast-paced, team-driven environment.

The role emphasizes accuracy, effective communication, and collaboration with clearing firms and internal partners to uphold Kestra’s standards.