Trading & Sales Support Specialist

raymondjames; New York (NY); On-site; USD 62,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings plan

Paid time off

Parental leave

Job summary

Raymond James in New York seeks a Trading/Sales Support professional to assist trading and sales personnel, track and confirm transactions, and serve as a liaison with clients and back office operations. Requires SIE and Series 7/63 (or international equivalents), a Bachelor's degree, and 3+ years in a sales or trading role within securities.

Under limited supervision, you will analyze market data, prepare management reports, and help ensure accuracy and compliance while delivering high-quality

Qualifications

• Bachelor's degree in a related field with 3+ years in a sales or trading role.
• SIE required; Series 7/63 or international equivalents.
• Experience in securities trading/sales and client communication.

Responsibilities

• Track and confirm transactions to ensure accuracy.
• Serve as liaison between client and sales/trading personnel.
• Prepare management reports and maintain account files.
• Execute trades and assist in compliance review.
• Provide high level customer service and professional responsiveness.

Skills

Trading knowledge

Customer service

Communication skills

Data analysis

Independent work

Education

Bachelor's degree

Tools

Bloomberg

Miter

MuniRecap

Account Assignment Story Bond

Job description

Raymond James in New York seeks a Trading/Sales Support professional to assist trading and sales personnel, track and confirm transactions, and serve as a liaison with clients and back office operations. Requires SIE and Series 7/63 (or international equivalents), a Bachelor's degree, and 3+ years in a sales or trading role within securities.

Under limited supervision, you will analyze market data, prepare management reports, and help ensure accuracy and compliance while delivering high-quality