Trading & Portfolio Implementation Specialist

Elser Financial Planning, Inc.; Indianapolis (IN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health and Long-Term Disability Insurance

8 paid holidays

Simple IRA with 3% match

Job summary

A financial advisory firm located in Indianapolis, Indiana, is seeking a Trader to support daily operations, manage client portfolios and execute trades. The ideal candidate has a minimum of 3 years of trading experience, proficiency with portfolio management software, and strong attention to detail. The role includes competitive salary, health insurance, paid holidays, and a Simple IRA with a 3% match.

Qualifications

• Minimum of 3 years of trading experience.
• Proficient with portfolio management software preferred.
• Strong attention to detail while working in a fast-paced environment.

Responsibilities

• Organize and execute equity, mutual fund, and fixed-income trades.
• Implement investment strategies in client accounts.
• Manage client portfolios and facilitate asset movement requests.
• Collaborate with advisors for portfolio implementation.
• Monitor custodial transactions for compliance.

Skills

Attention to detail

Organizational skills

Proactive decision-making

Collaboration

Education

Series 65 (or equivalent)

Tools

Portfolio management software

Microsoft Office

Job description

A financial advisory firm located in Indianapolis, Indiana, is seeking a Trader to support daily operations, manage client portfolios and execute trades. The ideal candidate has a minimum of 3 years of trading experience, proficiency with portfolio management software, and strong attention to detail. The role includes competitive salary, health insurance, paid holidays, and a Simple IRA with a 3% match.