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Trade Support Specialist (5)

Berwyn, PA 19312

Posted: 06/02/2023 Employment Type: Contract To Hire Job Category: Accounting & Finance Job Number: 558516 Country: United States Is job remote?: No

Job Description

Trade Support Specialist
6-month contract, extension possible

Location: Berwyn, PA (hybrid or remote)


Must Haves:
  • Bachelor's degree or equivalent experience
  • At least one year of experience in trade support, investments, accounting or business
  • Excel and Outlook (proficient)
  • Financial services industry 
  • Investment securities knowledge

Job Description:

Trade Support Specialist

  • At first it will be basically looking at all failed items (trades) and reaching out to brokers/IMs requesting information to resolve
  • Tracking status of items, following up on updated comments and work to close items out and continue onto the next failed items.
What are the top three nice-to-haves you will be looking for in the resumes/interviews for this role?
  • Good communication skills (email/phone), familiar with securities investments, attention to detail
What are the top three must-haves you will be looking for in the resumes/interviews for this role?
  • Some knowledge with investment securities, business or accounting experience, familiarity with Outlook & Excel.
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