Fee Based Senior Associate - Trading Administration

Chartwell Investment Partners

Saint Petersburg, FL, US
Base salary components included; + compensation ma...
Hybrid (2-3 days onsite)
Fee based agreement processing
System reconciliation skills
Accounts distributions and terminations
Chartwell Investment Partners is seeking a Fee Based Senior Associate in Trading Administration for a hybrid role based in Saint Petersburg, FL. The position entails supporting various operational procedures related to fee-based accounts, requiring strong analytical and communication skills

Job Summary

  • This position serves as the agent between branches and the home office while managing fee-based accounts.
  • The role involves performing operational procedures including new fee-based agreement processing, system reconciliation, and resolving complex business issues.
  • Candidates will work in a hybrid model requiring presence at the Saint Petersburg, FL corporate office 2-3 days per week.

Matching Summary

Match Score: 75

Chartwell Investment Partners is seeking a Fee Based Senior Associate in Trading Administration for a hybrid role based in Saint Petersburg, FL. The position entails supporting various operational procedures related to fee-based accounts, requiring strong analytical and communication skills.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Fee based agreement processing
  • System reconciliation skills
  • Accounts distributions and terminations
  • Complex business issue resolution
  • Fast-paced environment adaptability

Nice-to-have

  • Training team members experience
  • Cross-functional backup responsibilities
  • Strong written and oral communication
  • Special project assistance capability
  • Client-first culture alignment

Key Requirements

  • Bachelor's degree or High School diploma
  • 13 months to 3 years general experience
  • Knowledge of securities industry operations

Work Rights

Not specified

Tailored Resume

Cover Letter