Trading Operations Specialist II - Growth & Impact

Kestra PWS; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Opportunities for training and development

Job summary

A leading wealth management platform in Austin is seeking a Trading Specialist II to join the Trading Operations team. This role involves assisting Financial Professionals with trade-related needs and requires attention to detail and proficiency in Microsoft Office. Candidates should possess good communication skills and analytical abilities. Relevant experience is preferred, and certifications like Series 7 and 63 are mandatory. Join a supportive environment committed to professional excellence and help clients navigate meaningful financial decisions.

Qualifications

• 2+ years equivalent industry related experience strongly preferred.
• Must obtain Series 53, 4 and/or 24 licenses within 6 months.
• Proficient in reading, analyzing, and reconciling trading reports.

Responsibilities

• Comply with regulatory rules and company policies.
• Assist Financial Professionals with complex transactions.
• Maintain accurate daily trade logs for supervisor review.

Skills

Analytical skills

Problem-solving skills

Communication skills

Attention to detail

Proficiency in Microsoft Outlook, Word, and Excel

Education

High School Graduate

College degree

Tools

Salesforce

Microsoft PowerPoint

Job description

A leading wealth management platform in Austin is seeking a Trading Specialist II to join the Trading Operations team. This role involves assisting Financial Professionals with trade-related needs and requires attention to detail and proficiency in Microsoft Office. Candidates should possess good communication skills and analytical abilities. Relevant experience is preferred, and certifications like Series 7 and 63 are mandatory. Join a supportive environment committed to professional excellence and help clients navigate meaningful financial decisions.