About this role
The Trader executes day-to-day trading functions for advisors and clients, including mutual fund and ETF trade placement, rebalances, trade reconciliation, and cash allocations within a controlled, regulated environment. The role supports high-quality processing against market cutoffs, coordinates closely with advisor service teams, and contributes to process documentation and improvements.
Required Skills
- Trade Execution
- Reconciliation
- Cash Allocation
- Workflow Management
- Compliance
- Documentation
- Testing
- Stakeholder Management
- Portfolio Software
- Mutual Funds
+1 more
Qualifications
- Bachelor's Degree in Business
- Series 65
About Orion
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
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