Senior Trading Sales Assistant Description
A Senior Trading Sales Assistant enables the income and trading crew by dealing with administrative and operational responsibilities, ensuring inexperienced change execution, and presenting high-quality client service. This role includes taking components with shoppers, salespeople, and clients to facilitate clean trading operations and compliance with regulatory necessities.
Senior Trading Sales Assistant Roles
- Trade Support: Assist with the execution and affirmation of trades, ensuring accuracy and compliance.
- Client Service: Serve as a number one point of touch for clients, addressing inquiries and supplying facts.
- Operational Coordination: Manage regular operational obligations, collectively with documentation and report-keeping.
- Market Research: Conduct studies and evaluations to aid buying and selling techniques and decision-making.
- Compliance: Ensure all trading sports adhere to inner recommendations and regulatory necessities.
Senior Trading Sales Assistant Responsibilities
- Process and affirm exchange orders in a timely and correct manner.
- Maintain and update buying and selling information and databases.
- Provide administrative help to the income and buying and selling crew, which includes scheduling and communication.
- Assist in making ready and distributing everyday, weekly, and month-to-month trading reports.
- Handle client inquiries and solve problems related to trades and account management.
- Monitor market inclinations and information to offer applicable records to traders and customers.
- Coordinate with back-office businesses to make certain easy settlement of trades.
- Ensure compliance with inner controls and regulatory requirements.
- Support the onboarding method for logo-spanking new customers, which includes documentation and account setup.
- Assist with the development and implementation of purchasing and selling strategies and income tasks.
Senior Trading Sales Assistant Essential Skills
- Strong information on financial markets and buying and selling operations.
- Excellent conversation and interpersonal talents.
- Attention to element and excessive degree of accuracy.
- Proficiency in trading platforms and financial software program applications.
- Strong analytical and problem-fixing skills.
- Ability to manipulate more than one responsibility and painting beneath stress.
- Excellent organizational and time management skills.
- Proficiency in Microsoft Office, especially Excel.
- Ability to paint collaboratively in a fast-paced environment.
- Strong client-provider orientation.
Senior Trading Sales Assistant Education and Qualification Requirements
- Bachelor’s degree in Finance, Economics, Business, or a related area.
- Minimum of five years of experience in shopping for and selling help or profits help.
- Knowledge of economic devices and trading systems.
- Experience with regulatory compliance in financial markets.
- Proficiency in monetary modeling and evaluation.
- Strong understanding of trade lifecycle and agreement approaches.
- Certification in securities shopping for and selling or related fields (e.g., Series 7, Series 63) is a plus.
- Experience with customer courting manipulation (CRM) software programs.
- Continuing schooling and expert development in finance and buying and selling.
- Ability to briefly adapt to new technologies and structures.
Senior Trading Sales Assistant Conclusion
The Senior Trading Sales Assistant performs an important function in ensuring the performance and accuracy of trading operations. This function requires deep expertise in financial markets, exquisite organizational and conversation capabilities, and the capacity to provide extraordinary consumer provider. The best candidate may additionally have a large enjoyment in alternate useful resources, proficiency in buying and selling structures, and a robust willpower to compliance and operational excellence.
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