The Trading Specialist will contribute jointly to the Investment and Wealth Management teams. The candidate will execute the Wealth Management trading process and be a key resource regarding the adaptation and implementation of portfolio management. In addition, the candidate will be integral to the production of investment research, output, and reporting. The ideal candidate should be an advanced user of Microsoft Excel and it is preferable that the candidate have experience using software to gather investment and economic information.
Responsible for the execution of trades for wealth management accounts, including the workflow created from a centralized trading desk.
Trading duties include the analysis of cash reports, account rebalancing, execution of purchases and sales of individual equities and bonds and mutual funds through trust accounting system using portfolio management overlay software.
Maintain appropriate documentation of client transactions.
Prepare and distribute investment reports that support the business and clients.
Attend meetings with senior staff and clients as needed.
Serve as back up for Wealth Management Administration team.
Demonstrate the ability to identify areas of improvement and recommend solutions.
Adapt to changes in the market, industry or company policies and business conditions.