Equity Trader
$53,000–$65,000 year
HybridAtlanta, Georgia, United States or St. Petersburg, Florida, United States
Job Summary
Process and facilitate equity and option transactions for the Osaic Advisor Network, including placing trades, processing trade errors, and managing risk. Field inquiries regarding securities, policies, quotes, and fees while prioritizing information requiring immediate attention. Diligently review transactions for alignment with market and firm guidelines to ensure best-in-class service for Financial Professionals. This role requires a FINRA Series 7 & 63 license and 1+ years of customer service experience. Applicants must work a hybrid schedule of minimum 4 days weekly in one of our Atlanta, La Vista, Oakdale, Scottsdale, or St. Petersburg hubs.
Required Qualifications
- 1+ years of customer service or contact center experience
- FINRA Series 7 & 63 license
- Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
- Excellent communication & organizational skills
- Quick learner with basic technical skills to efficiently navigate through various systems
- Strong customer focus orientation
- High attention to detail, analytical mindset, and problem-solving skills
- Ability to work independently and maintain elevated levels of quality
- Self-motivated individual capable of meeting departmental expectations and deadlines
- Ability to participate and contribute to a team environment
- Minimum of high school diploma or equivalent
- Must be located at one of the listed hubs (Atlanta, La Vista, Oakdale, Scottsdale, St. Petersburg)
- Must be willing to work a hybrid schedule requiring a minimum of 4 days weekly in the office
Desired Qualifications
- Bachelor's degree preferred
- High school diploma (or equivalent) in combination with significant experience
- 1+ years' experience in financial services operations or broker-dealer setting
- Bachelor's degree in business, Finance or related field
- CRM experience / Salesforce experience
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