Raymond James & Associates, Inc., Research Division

Trading Support Associate III - Rebalance Support

Raymond James & Associates, Inc., Research Division(1 month ago)

HybridFull TimeMedior$70,652 - $95,101 (estimated)Trading Operations
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About this role

A Trading Support Associate III at Raymond James provides specialized support for trading functions within the wealth management business, acting as a liaison between trading desks, advisors, and clients to maintain trade integrity and data accuracy. The role is based in a hybrid model with expected onsite work in Saint Petersburg, FL or Memphis, TN.

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Required Skills

  • Securities Trading
  • Investment Concepts
  • Accounting
  • Reconciliation
  • Customer Service
  • Phone Handling
  • Excel
  • Data Entry
  • Problem Solving
  • Communication

+3 more

Qualifications

  • BS in Accounting
  • BS in Business Administration
  • BS in Finance
  • Securities Industry Essentials (SIE)
  • Tax Credit Specialist (TCS)

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