Top Job

Located in San Rafael, CA

Salary: $25/hour





  • Temporary Position – 4 months +

Great opportunity to join a Financial Consultant team!

The Trade Operations Associate will serve a key role. This will encompass responsibilities which include investing accounts, rebalancing and building asset allocations, and solving problems for advisors.


Job Highlights:


  • Full time position
  • Business casual environment
  • Great Location: Easy access from the freeway and SMART train
  • Excellent benefits including Medical, Dental and Vision
  • Generous employer HSA Contribution and PTO.
  • Fun place to work
  • Free lunch served daily
  • Regular employee events
  • Highly-subsidized gym membership. 


What You Will Do:


  • Efficiently process client-directed requests on accounts while maintaining a high level of accuracy
  • Investing accounts
  • Rebalancing and building asset allocations for our advisor community
  • Data mining, manipulating spreadsheets
  • Provide services to advisors that require practical knowledge, common sense and quick thinking.
  • Ability to process a variety of request types, each with a unique work-flow
  • Adapt quickly to changes in workflow and priorities embracing a dynamic environment
  • Effectively work cross-functionally with peers, team and external groups



What We Look For:


  • Two or more years of relevant experience. Financial Services/Investment Industry experience preferred
  • College degree in Business, Finance, or other applicable filed preferred
  • Proficient in MS Office - Word, Excel, and PowerPoint
  • Client first attitude
  • Ability to communicate effectively, both written and oral, at all levels inside and outside of the organization
  • Great interpersonal skills
  • Desire to work collaboratively within a tight-knit team
  • Capacity to multitask and handle heavy time-sensitive workflow
  • Analytical/problem solving skills
  • Desire to learn new software systems
  • Unwavering organizational skills and attention to detail

Experience with the Softwares below is a plus:

  • com/Salesforce experience
  • Folio Institutional
  • Series 65/66 


Interested in this job opportunity?


For immediate consideration, please call (415)472-5400 or email your resume to (please add "Trading” to the subject line of your email).  

Express Office: San Rafael
38 Mitchell Boulevard
San Rafael, CA 94903
Apply Now