Job Description
We are an established company in business for over 85+ years and we are looking for a Market Trade Assistant to join us on Long Island and assist with our executive brokerage accounts!
The ideal candidate has a can-do attitude who wants to work and grow within a company where dedication and good work ethic can lead to great opportunity! Candidate should be a team player who also thrives in a fast-paced environment and be a master at multitasking and prioritizing.
Primary functions :
· Managing daily activity to tie out monthly brokerage accounts.
· Candidate must “tick and tie” out transactions such as dividends and holdings
· Tracking cost basis of securities and sales
· Tracking capital gains and losses, etc
· Well versed in general mathematics
· Support and provide administrative support to a trading executive which includes memos, letters, general correspondence, data entry, creation of files, etc
· Create and maintain schedules in excel
Qualifications & Skills:
· Experience with Bloomberg, google sheets, excel, LIVE VOL, outlook, word, various interactive broker trading platforms,
· Relevant experience
· Must be proficient with basic Microsoft office software (excel, word, outlook)
· Extremely detail oriented
· Has a passion for the stock market and interest in how it works,
· Should have a background in the stock market, accounting, bookkeeping, or a financial administrative area in the market field
HOURS: Monday - Friday, 9:30 AM – 4 PM, will also be off on any days when the market is closed.
Applications without resumes attached will not be opened.
Should the candidate be interested and should the hired candidate be successful, this position can lead to a full-time position with benefits.
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