Sr Trading Support Associate

Raymond James

Southfield, MI, USA
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Mutual fund trade processing
Trade order execution and confirmation
Research and resolve trade discrepancies
** Raymond James is seeking a Sr Trading Support Associate to handle mutual fund and trade support activities in a hybrid work environment. The ideal candidate should have experience in trade processing, customer service, and relevant investment knowledge. **

Job Summary

  • Execute specialized mutual fund and trade support activities for designated operational units in accordance with organizational policies, regulatory requirements, and established procedures.
  • Carry out a wide range of complex and non-standard trade processing tasks that frequently require research, troubleshooting, and coordination with both internal and external stakeholders.
  • Provides trading support to financial advisors and responds to inquiries regarding fund suitability, products, and services.

Matching Summary

Match Score: 75

** Raymond James is seeking a Sr Trading Support Associate to handle mutual fund and trade support activities in a hybrid work environment. The ideal candidate should have experience in trade processing, customer service, and relevant investment knowledge. **

Skills & Requirements

Must-have

  • Mutual fund trade processing
  • Trade order execution and confirmation
  • Research and resolve trade discrepancies
  • Financial advisor support
  • Adherence to fund family rules

Nice-to-have

  • Develop and maintain excellent process skills
  • Support internal client relationships
  • Contribute to continuous evolution of the firm

Key Requirements

  • 7 to 12 months general experience
  • Bachelor's degree in Business Administration
  • Intermediate investment concepts knowledge
  • Proficiency in Excel, Word, Outlook

Work Rights

Not specified

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