Az Trading Associate

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Trading Associate in our Scottsdale, AZ office.  The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of sophisticated high net worth individuals and families.  The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

 

Responsibilities

  • Daily Trade and Rebalance execution and reconciliation, requiring attention to detail and critical thinking skills
  • Providing direct support to advisors and operations team in daily aspects related to trading (tax loss harvesting, capital gains distribution info, etc.)
  • Ensuring proper documentation is entered into the CRM (Salesforce) on all trade related matters and other misc. requests
  • Assistance with and ownership of trade corrections
  • Preparation of proposal materials
  • Frequent communication with custodians (specifically trading desks)
  • Other duties as assigned