TradeStation · 21 hours ago
Trading Operations Specialist
Chicago, IL
Full-time
Hybrid
Mid Level
$86K/yr - $100K/yr
3+ years expTradeStation is an online brokerage firm focused on delivering an exceptional trading experience for active traders and institutions. The Trading Operations Specialist will support trade processes, order routing, data management, client reporting, and portfolio reconciliation functions, while collaborating closely with the Client Services and Clearing Operations teams.
Financial Services
Responsibilities
Real-time risk management and risk mitigation
Trade order creation and execution
Equities and Options margin processes
Post trade processing and resolving trade settlement issues in a timely manner
Research and process corporate actions (i.e. tender offers)
Client reporting support
Support research and reporting on investment and operational projects as needed
Identify workflow/system improvements and work with supervisor and operations team to enact change
Establish and effectively monitor account level trading and broker restrictions
Review daily and periodic vendor reports and reconciliations. Identify potential issues and resolve with vendor
Monitor client cash flows; communicate and process according to firm procedures
Qualification
Required
Bachelor's Degree from an accredited college or university
Minimum of 3 to 5 years financial industry experience with an emphasis on trading support and trade settlement
Current active series 7, 63 and 3 licenses required
Series 57 within 90 days of hire
Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
Ability to learn and assimilate information from multiple people and sources
A friendly professional demeanor and ability to excel in a team oriented environment
Strong proficiency with Microsoft Office suite especially Excel
Strong analytical and detail-oriented aptitude; a high degree of accuracy is required
Excellent communication and organizational skills
Ability to manage time effectively, set priorities and meet deadlines
Ability to learn and adapt to change
Proven ability to succeed in a high risk, high pressure environment
Must exercise discretion, independent judgment, and act decisively
Task oriented with the ability to meet multiple deadlines and manage projects and tasks through to completion
Willingness to work non-standard hours and overtime as needed
Strong individual contributor who works effectively as a member of a highly functioning team
Preferred
Series 4 preferred
Benefits
Collaborative work environment
Competitive Salaries
Yearly bonus
Comprehensive benefits for you and your family starting Day 1
Unlimited Paid Time Off
Flexible working environment
TradeStation Account employee benefits, as well as full access to trading education materials
Company
TradeStation
Welcome to the home of those who were born to trade! We empower natural-born traders to hone their strategies with an advanced platform & brokerage services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John Bartleman
Chief Executive Officer, TradeStation Crypto, Inc.
Michael Fisch
Chief Technology Officer
Company data provided by crunchbase