- Leads the work of others and provides training, coaching and mentoring to less experienced associates.
- Ensures that traders are notified of events that effect order
- Ensures that trades are executed and confirmed in accordance with organizational policies and procedures.
- Facilitates the price adjustment and trade correction process.
- Ensures the open order file is reconciled and that trade data and information is entered and maintained in required databases.
- Reviews trade problem research results and determines appropriate corrective action.
- Contacts internal and external customers to resolve trading problems.
- Sets up and monitors client information and restrictions.
- Resolves comparison issues and assists in the portfolio allocation process.
- Accepts, screens and routes telephone calls and maintains record of inquiries, as required.
- Maintains currency in trading polices and procedures.
- Performs other duties and responsibilities as assigned.
- Industry regulations related to trading activities.
- Concepts, practices and procedures of securities trading.
- Basic investment concepts, practices and procedures used in the securities industry.
- Accounting principles and procedures.
- Front-end system used in assigned functional area and its relationship with account history.
- Mathematical procedures required to verify and reconcile trading transactions.
- Identifying financial events that effect order
- Reconciling and correcting transactions.
- Updating and maintaining information systems.
- Handling a high volume phone system.
- Operating standard office equipments and using required software applications, sufficient to create documents, spreadsheets, and business correspondence.
- Lead the work of other and provide training, coaching and mentoring.
- Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
- Read, interpret, analyze and apply transaction information.
- Analyze and solve problems.
- Communicate effectively, both orally and in writing with associates, and internal and external customers.
- Work independently as well as collaboratively within a team environment.
- Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner.
- Maintain currency in trading polices and procedures.
- Interpret and apply policies and identify and recommend changes as appropriate.
- Establish and maintain effective working relationships at all levels of the organization.
- High School Diploma or equivalent with a minimum of two (2) years of experience in the financial services industry.
- Associate's Degree (A.A.) preferred.
- OR ~
- Any equivalent combination of education, experience and/or training approved by Human Resources.
- None required
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcome
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
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Trading Support Associate III - St Petersburg, United States - Raymond James Financial Incorporated
Description
Job Summary
Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to lead others in providing support in specific trading activities within an assigned functional area.
Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring some evaluation, originality or ingenuity in making routine decisions.
Serves as a resource to others in resolving complex problems and issues. Extensive contact with internal and external customers is required to identify, research, and resolve problems.Essential Duties and Responsibilities
Knowledge, Skills, and Abilitie
Knowledge of
Skill in
Ability to
Educational/Previous Experience Requirement
Education/Previous Experience
Licenses/Certifications
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
