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Sr Trading Support Associate

Raymond James

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Location:
United States , Southfield, Michigan

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Execute specialized mutual fund and trade support activities for designated operational units in accordance with organizational policies, regulatory requirements, and established procedures. Carry out a wide range of complex and non‑standard trade processing tasks that frequently require research, troubleshooting, and coordination with both internal and external stakeholders.

Job Responsibility:

  • Manually facilitates trade order processing when required
  • Ensures that trades are executed and confirmed in accordance with organizational policies and procedures
  • Facilitates the price adjustment and trade correction process
  • Ensures trades are confirmed and researches and resolves unconfirmed trades
  • Reviews trade problem, analyzes and interprets data, and determines appropriate corrective action
  • Contacts internal and external customers to resolve trading problems
  • Maintains currency in trading policies and procedures
  • Provides trading support to financial advisors and responds to inquiries regarding fund suitability, products, and services
  • Establishes and maintains periodic orders
  • Resolves periodic order issues, cancels, and corrects as needed
  • Ensures trades are receiving appropriate breakpoints/sales charges
  • Reviews, uploads, and research rejects on bulk trades for discretionary accounts, works with the advisor to reprocess as needed
  • Coordinates and processes share class conversions, works with both internal and external departments, and funds companies to ensure successful conversions
  • Ensures that all the varied and complex fund family rules and procedures are adhered to, and that the firm's regulatory obligations are met
  • Processes various trade-related reports and utilizes tools, including trade-related databases and 3rd party applications
  • Researches and corrects Asset Management Services portfolio rebalance issues
  • Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems
  • Carry out operational tasks by following established processes
  • Prepare routine letters, memoranda, reports, and similar documents following detailed instructions
  • Create, organize, and maintain files containing the correspondence and records of a senior colleague
  • Help manage internal client relationships by supporting others in building effective working relationships
  • Assess compliance with established standards and protocols for routine inquiries
  • Support others by working on a variety of data management tasks
  • Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work
  • Develop and maintain excellent process or technical skills by participating in assessment and development planning activities, as well as formal and informal training and coaching

Requirements:

  • Intermediate investment concepts, practices, procedures, and industry regulations related to Mutual Fund trading activities
  • Principles and practices of customer relations and communications
  • Accounting principles
  • Front-end system used in the assigned functional area and its relationship with the account history
  • Excel, Word, Outlook, and other applications as needed
  • Identifying financial events that affect orders
  • Reconciling and correcting transactions
  • Updating and maintaining information systems
  • Handling a high volume workload, phone calls, and various other requests within specified timeframes
  • Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence
  • Uses clear and effective verbal communication skills
  • Plan, organize, prioritize, and oversee activities to efficiently meet business objectives
  • Analyze data trends for use in reports to help guide decision-making
  • Uses an understanding of numerical concepts to perform mathematical operations, such as report analysis
  • Develop, monitor, interpret, and understand policies and procedures
  • Bachelor’s, Bachelor’s: Business Administration
  • General Experience - 7 to 12 months
What we offer:
  • Hybrid Work Environment
  • In-office days will be 3 per week, averaging 12 days per month
  • People-first culture
  • Wide-ranging benefits
  • Support of leaders and colleagues
  • Development opportunities
  • Enriching networking groups
  • Prioritizing diversity, inclusion and the power of different perspectives

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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