Equity Trader Position at Osaic
Overview
Oisaic seeks a skilled Equity Trader to lead trading operations across multiple hubs. The ideal candidate will manage client relationships and execute trades while ensuring accurate transaction handling. This role offers a hybrid schedule requiring four days weekly in the office. Compensation includes base salary plus performance bonuses.
What You'll Do10
- 1Service trading needs of representatives for the Osaic Advisor Network
- 2Facilitate equity and option transactions
- 3Field inquiries about securities policies and fees
- 4Process trade errors promptly
- 5Review transactions for market alignment
- 6Prioritize urgent matters and follow up on issues
- 7Maintain detailed records of client interactions
- 8Collaborate with team members to resolve complex problems
- 9Ensure compliance with regulatory guidelines
- 10Contribute to improving client satisfaction
Requirements7
- 1Minimum 1 year customer service experience
- 2FINRA Series 7 and 63 licenses
- 3Proficiency in Microsoft Office suite
- 4Bachelor's degree preferred
- 5Ability to work independently
- 6Strong analytical and problem-solving skills
- 7Valid work authorization for US employment
Salary Insight
$53 - $65k per year
Location
Required Skills
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