- Prepare Advisory accounts and materials for trading
- Maintain correspondence between Advisors and Trading Department, including incoming trade requests
- Maintaining administrative functions for Advisory accounts (cash buffers, scheduled distributions, etc...)
- Review executed trades and relevant information pertaining to trades
- Coordinate and perform periodic internal audits of Advisory accounts, Portfolio Models, and Model Groups
- Research and remedy possible trade abnormalities and potential trade errors
- Assist in a periodic share class conversion process
- Assist in updating Portfolio Models for retirement plans on various record-keeping platforms
- Perform periodic audits on Portfolio Models for retirement plans at various record-keepers
- Act as an auxiliary trader when needed
- Assist in the trading of Collective Investment Trust (CIT) Portfolios
- Bachelor's Degree required, preferably a business degree in Finance, Accounting, Economics, or similar field
- Minimum 1 years financial services industry experience preferred.
- Series 65 a plus, must be obtained within 12 months of hire
- Additional securities or adviser representative registration(s), as needed
- High standards of professionalism, ethics, and integrity
- Salesforce, Orion, and Eclipse experience a plus
- Microsoft Office
- Health, Dental, Vision, HSA
- LT/ST Disability, Group Life and Voluntary Group Life, Voluntary AD&D
- 401(k)
- PTO
- Paid Holidays
- EAP program
- Great team environment
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Trading Coordinator - Overland Park, United States - Prime Capital Investment Advisors
Description
We are seeking a highly motivated individual with meticulous attention to detail and a focused and strong work ethic to fulfill the Trading Coordinator role with Prime Capital Investment Advisors, LLC. Prime Capital Investment Advisors, LLC truly cares about their clients and staff. Our standards are to be the very best and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to join our team.
Prime Capital Investment Advisors (PCIA)
PCIA is a Registered Investment Advisor (RIA) with $25 billion in assets under management (AUM). Our nearly 200 advisors and over 300 team members serve clients in 48 states out of 70 nationwide offices. PCIA operates primarily through 3 brands. Prime Capital Wealth Management (PCWM) serves over 15,000 individual wealth management households and provides a full array of services from financial planning to investment management. Qualified Plan Advisors (QPA) provides retirement plan consulting services to medium and large employers across the United States, serving 800 employers and several hundred thousand retirement plan participants. Financial Fitness for Life provides financial wellness, education, and asset management services to retirement participants, as well as data analytics services to employers.
Description: The Trading Coordinator will be integral to our investment management team. A key responsibility will be working closely with the Trading department to orchestrate the flow of trades throughout the trade lifecycle. They will directly assist the traders in preparing and monitoring the trade processes, including auditing executed trades and researching abnormalities. We seek a highly motivated individual with meticulous attention to detail and a focused, strong work ethic. A successful trade coordinator will promote efficiency and accuracy within the department.
Our Standards: Our overall standard is to be "industry-leading." Our goal is to provide the very best experience in service to our clients and advisors. As such, our Trading Coordinator must display:
Professional Expertise
An ability to quickly form and maintain a positive, productive relationship with advisors and support staff
Ability to work and make decisions independently, with minimal supervision
Strong technology skills
Tremendous written and oral communication skills
Ability to adapt quickly and positively to change in the financial services industry
Excellent organizational and time-management skills; ability to successfully multitask, prioritize, and manage multiple tasks, projects, and assignments
Superior attention to detail and follow-through
Team player and collaborator
High standard of professionalism, ethics, confidentiality, and integrity
Excellent analytical skills, candidate will need to quickly learn and apply policies and procedures that relate to the trading workflow and be able to identify when potential issues could occur
There are several key areas and responsibilities where Trading Coordinators must demonstrate professional proficiency:
Education/Experience:
Benefits:
