Details
Posted: 03-Jan-22
Location: Stamford, Connecticut
Type: Full Time
Salary: $100,000 - $125,000
Categories:
Wealth Management
Sector:
Wealth Management
Salary Details:
Benefits: Health Insurance, Dental, Vision, 401k, Paid Vacation and Holidays.
Additional Information:
Telecommuting is allowed.
Internal Number: 20210715
This Position
We are a fast growing RIA with offices mainly in the Northeast. We have an opening for a full time person to handle portfolio trading and operations.
*** MUST have a minimum of 2 years experience using the Orion / Eclipse trading system.
*** This position can be 100% remote, or, you can work out of our offices in Fairfield County Connecticut
Job Description
Portfolio Trader / Operations Specialists
- Further develop / implement our firmwide trading / model management / rebalancing systems using Orion's Eclipse.
- Coordinate & maintain our various Tech systems:
- Orion / Eclipse
- Salesforce
- eMoney
- Riskalyze
- Office 365
- Liaison directly with our Financial Advisors to help them implement their various trading / model strategies.
- Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
- Other responsibilities as may be assigned.
Job Type: Full-time
Pay: $100,000 - $125,000 per year
Benefits: Health Insurance, Dental, Vision, 401k, Paid Vacation and Holidays.
Minimum Qualifications:
- 5 years work experience at an RIA or Broker Dealer.
- 2 years working specifically with the Orion / Eclipse trading systems (This is a must)
- The ability to accomplish a variety of tasks in an efficient, organized manner
- Extreme attention to detail and the ability to work independently.
Preferred Qualifications:
- College Degree: BA/BS degree preferred.
- Proficiency with: Salesforce, eMoney and Riskalyze.
- Experience with administrating 401Ks.
- Series 65. (We are willing to sponsor the right candidate).
