Job description
Job Description:
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.
Our purpose and mission is to work together to improve our clients’ lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.
Our Walnut Creek, CA office is looking for a Trading Operations Specialist. With guidance from the
Branch Operations Manager, The Trading and Operations Specialist will be responsible for:
- Trade order creation and execution in client accounts for ad hoc cash distributions and during periodic rebalance of all client accounts
- Post-trade processing and resolving trade settlement issues in a timely manner
- Research and process corporate actions- (i.e. tender offers)
- Support Investment research & reporting
- Maintaining investment models and various research materials
- Compiling documentation to prepare for quarterly Investment Committee Meetings
- Support investment and business operational duties as needed
Education/Qualifications:
The ideal candidate is smart and experienced in our industry. He or she loves being part of a great team and thinking about the firm’s “big picture”. This individual must be driven to take initiative to complete tasks fully and beyond just what is asked for.
Only apply for this position if you meet the following minimum requirements:
Only apply for this position if you meet the following minimum requirements:
- Have 3+ years of experience in the financial services industry
- SIE Exam, Series 7, & 66 licenses (or to be obtained within the first three (3) months of hire)
- Previous trading experience
- Know Morningstar Advisor Workstation and its reporting/research capabilities
- Experience with Orion trading platform (preferred)
- Strong proficiency with Microsoft Office suite, especially Excel
- Ability to manage time effectively, set priorities, and meet deadlines
- Excellent communication and organizational skills
- Ability to learn and adapt to change
- Strong analytical and detail-oriented aptitude; a high degree of accuracy is required
- Are interested in a long term position
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Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans.
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