Trading Support Specialist – Equity & Options

Ameriprise Financial; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

Ameriprise Financial in Charlotte is seeking a Trading Assistant to support advisors, trading partners and home office staff by answering trading-related questions and ensuring orders are processed accurately and in compliance. The role collaborates with traders, assists with regulatory reporting and Best Execution analysis, and contributes to process improvements within Equity & Option Trading.

Candidates typically have 1–3 years of relevant experience and a Bachelor's degree, with strong

Qualifications

• Bachelor's degree or equivalent.
• 1–3 years of relevant experience in trading or financial services.
• Ability to work in a fast-paced, regulated environment with attention to detail.
• Strong communication and relationship-building skills.

Responsibilities

• Answer trading-related questions and provide excellent customer service.
• Perform order book reconciliation and trade allocation.
• Identify and resolve trading and settlement issues with documentation.
• Assist Business Analysts with report creation, generation, monitoring and analysis.
• Review policies for compliance and identify process improvements.

Skills

Team collaboration

Analytical thinking

Problem-solving

Attention to detail

Strong communication

Adaptability

Learning new systems

Education

Bachelor's degree or equivalent

Tools

BETA host

LSEG One

BRASS

Excel

Power BI

Microsoft Office

Job description

Ameriprise Financial in Charlotte is seeking a Trading Assistant to support advisors, trading partners and home office staff by answering trading-related questions and ensuring orders are processed accurately and in compliance. The role collaborates with traders, assists with regulatory reporting and Best Execution analysis, and contributes to process improvements within Equity & Option Trading.

Candidates typically have 1–3 years of relevant experience and a Bachelor's degree, with strong