Trading Associate Position Available In Charleston, South Carolina
Tallo's Job Summary: Apollon Wealth Management in Mount Pleasant, SC is hiring a Trading Associate to execute trades, develop investment models, and provide exceptional customer service. The ideal candidate will have a strong background in trading and proficiency with Orion/Eclipse. Minimum qualifications include a Bachelor's Degree in Finance and Series 65 or 66 certification.
Job Description
Trading Associate Apollon Wealth Management Mount Pleasant, SC 29464 Trading Associate Reports to:
Director of Trading Status :
Exempt Apollon Wealth Management is seeking a dedicated and detail-oriented Trading Associate to join our team. The ideal candidate will have a strong background in trading, model building, and exceptional proficiency with Orion/Eclipse.
Responsibilities:
Execute trades using Eclipse and ASTRO Develop and maintain investment models within Eclipse and ASTRO Collaborate with advisors to create custom investment models tailored to client needs Analyze and address tax implications associated with trades Prepare and maintain monthly trade reports from various custodians Ensure accuracy and compliance with regulatory requirements Generate custom reports in Orion Provide exceptional customer service to advisors and clients using Orion Address inquiries, resolve issues, and offer guidance on investment-related matters
Minimum Education:
Bachelor’s Degree in Finance Preferred Required Series 65 or 66
Skills and Experience:
Experience in Orion Advisor Services 1-3 years of experience in ASTRO and Eclipse 1-3 years of experience in trading in Orion / Eclipse Knowledge of different custodian platforms Reconciling and correcting accounts Gathering and compiling information Read, interpret, analyze and apply transaction information Intermediate level in Excel Experience in Orion Advisor Services preferred BNCoiuQLFI
