Trading Operations Specialist II — Trade Accuracy & Impact

Kestra Financial; Austin (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Tuition reimbursement

Opportunities for training and development

Job summary

A wealth management platform in Austin, Texas, is looking for a Trading Specialist II to assist Financial Professionals with trade operations and ensure efficient service. This role demands attention to detail, excellent communication skills, and the ability to handle complex transactions. Candidates should hold a High School diploma, have relevant industry experience, and possess or obtain necessary licenses promptly. A supportive work environment and competitive benefits are provided.

Qualifications

• Detail-oriented with a service mindset, understanding market operations.
• Proficient in Microsoft Office Suite and adaptable to technology.
• Ability to handle complex transactions and troubleshoot issues.

Responsibilities

• Assist Financial Professionals with trade-related operational needs.
• Maintain accurate trade logs and submit weekly/monthly reports.
• Communicate effectively with internal and external partners.

Skills

Detail-oriented

Service mindset

Analytical skills

Communication skills

Attention to detail

Education

High School Graduate

College degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Salesforce

Job description

A wealth management platform in Austin, Texas, is looking for a Trading Specialist II to assist Financial Professionals with trade operations and ensure efficient service. This role demands attention to detail, excellent communication skills, and the ability to handle complex transactions. Candidates should hold a High School diploma, have relevant industry experience, and possess or obtain necessary licenses promptly. A supportive work environment and competitive benefits are provided.