Trading Operations Specialist — Post-Trade Excellence

Ashton Thomas Private Wealth; Scottsdale (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package

Performance-based incentives

Job summary

A modern wealth management firm is seeking a Trading Operations Associate in Scottsdale, AZ. This entry-level role focuses on trade processing, reconciliation, and advisor support, ensuring operational consistency across multi-custodian environments. The ideal candidate should possess strong organizational skills and a proactive mindset, with experience in operations and a degree in a related field. A commitment to detail and excellent communication skills are vital for enhancing the advisor and client experience. Competitive compensation with performance-based incentives is offered.

Qualifications

• 2–5 years of experience in operations, trade support, or reconciliation.
• Strong understanding of trade lifecycle and settlement processes.
• Detail-oriented with ability to identify and correct discrepancies.

Responsibilities

• Validate and reconcile daily trades across multi-custodian platforms.
• Act as liaison for advisors; support trading workflows and onboarding.
• Identify opportunities to streamline operational workflows and reduce risk.

Skills

Attention to detail

Operational workflows

Excel expertise

Communication skills

Organizational skills

Proactive mindset

Education

Bachelor’s degree in Finance, Accounting, Business, Operations, or related field

Tools

NetX360

Bond Beacon

BondNav

Job description

A modern wealth management firm is seeking a Trading Operations Associate in Scottsdale, AZ. This entry-level role focuses on trade processing, reconciliation, and advisor support, ensuring operational consistency across multi-custodian environments. The ideal candidate should possess strong organizational skills and a proactive mindset, with experience in operations and a degree in a related field. A commitment to detail and excellent communication skills are vital for enhancing the advisor and client experience. Competitive compensation with performance-based incentives is offered.