Trader

The mission of the Trader is to serve our advisors with excellence by processing trade requests accurately and in a timely manner. This position will be a key asset to serving our advisors and enabling our firm to continue its growth path. OneAscent is currently seeking an experienced trader who will bear primary responsibility for processing requests for the advisors that we serve. They will produce a high level of accuracy even when completing tasks that some may consider repetitive. This position requires careful attention to detail paired with a strong desire to deliver high-quality customer service for those we serve.

DUTIES AND RESPONSIBILITIES

• Update all investment solutions (security sets, models, sleeves, etc.) as requested by investment managers, in accordance with established SLAs
• Process maintenance trade requests
• Monitor and audit trade execution for accuracy
• Consult and Facilitate IARs on efficient model organization
• Identify and communicate Tax-Loss Harvesting opportunities for custom accounts
• Trading software and database management
• Other projects or tasks as needed

QUALIFICATIONS

• 5+ years of experience trading in a full-time capacity
• Bachelor’s degree in business, accounting, finance, economics or similar
• Experience in investment management and/or financial advisory services
• Experience with any of the following software or custodial platformsdesired: Orion Eclipse, iRebal, BlackDiamond
• Experience with tax-loss harvesting, tax transitions, or maintaining models for multiple managers
• Detail-oriented, meticulous, accurate, organized, able to set priorities and communicate effectively
• Excellent communication and customer service skills
• Proficiency in Word, Excel and Outlook
• Self-starter, takes initiative
• Team player, with ability to take specific direction
• Desire/ability to work successfully in a small company environment
• Experience managing teams of traders is a plus

COMPENSATION AND BENEFITS

• Compensation will vary based on experience and education.
• Eligible for discretionary bonus
• Exceptional Medical, Dental, and Vision, Life, Flex Accounts, 401(k), and Paid Time Off