CrawlJobs Logo

Trade Desk Officer

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Spokane

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

55000.00 - 65000.00 USD / Year
Save Job
Save Icon
Apply Position

Job Description:

We are looking for a highly organized and detail-oriented Trade Desk Officer to join our client services team. This position plays a key role in supporting financial advisors, ensuring smooth client onboarding, executing investment trades accurately, and coordinating with custodial partners to resolve operational issues. As the team evolves, this role will become an integral part of our service model—helping maintain high standards of accuracy, responsiveness, and client care.

Job Responsibility:

  • Prepare, process, and track new client investment account applications and onboarding paperwork
  • Ensure all required forms are complete, compliant, and submitted accurately
  • Coordinate with clients and advisors to obtain necessary documentation and signatures
  • Execute trades in client accounts based on advisor instructions and portfolio objectives
  • Maintain accuracy and compliance in all trade activity following firm-approved guidelines
  • Monitor trade confirmations, settlements, and allocations for accuracy
  • Act as the primary liaison with custodial service teams to resolve account issues and process service requests
  • Research and troubleshoot operational or account discrepancies proactively
  • Provide direct support to advisors for account maintenance, paperwork, and service inquiries
  • Assist clients with routine account service items such as beneficiary updates, address changes, or account access issues
  • Maintain clear communication and excellent follow-through to ensure a positive client experience

Requirements:

  • 1–3 years of experience in financial services, wealth management, brokerage operations, or similar roles
  • Strong understanding of investment accounts (IRAs, taxable accounts, trusts, etc.)
  • High attention to detail and accuracy, especially with trades and documentation
  • Ability to manage multiple tasks under tight deadlines
  • Excellent written and verbal communication skills
  • Proficiency with Microsoft Office and ability to learn custodial and CRM systems

Nice to have:

  • Experience with major custodians (e.g., Charles Schwab)
  • Exposure to trade execution, portfolio operations, or compliance functions
What we offer:
  • Healthcare Benefits: Medical
  • Retirement Plan: Simple IRA plan w 2% match
  • PTO: 2 weeks

Additional Information:

Job Posted:
January 15, 2026

Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Trade Desk Officer

Trading Desk Support Senior Specialist

Trading Desk Support Senior Specialist is a critical subject matter expert posit...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Min. 6 years of relevant experience
  • Proficient English knowledge
  • High stress resistance
  • In-depth knowledge of various capital market products (Equities, Derivatives, Fixed Income, FX, etc.) and their operational lifecycles
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Strong understanding of trade lifecycle processes, including trade capture, confirmation, settlement, and reconciliation
  • Strong communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders
Job Responsibility
Job Responsibility
  • Governance of Middle Office activities conducted by 3rd party vendor
  • Monitors trade flows and troubleshoot any trade discrepancies or breaks, liaising with brokers, custodians, and counterparties as necessary
  • Maintain trade support processes and procedures to enhance operational efficiency and mitigate risk
  • Provide training and support to junior team members and assist in their professional development
  • Analyze trade data and generates reports to monitor trade activity, identify trends, and support decision-making processes
  • Stay updated on industry trends, market developments, and regulatory changes impacting trade operations
  • Provide support for trade execution, including trade confirmation, settlement, and reconciliation
  • Monitor trade lifecycle events and ensure trades are processed accurately and in a timely manner
  • Participate in the testing and implementation of trading systems and upgrades or enhancements
  • Investigate and resolve trade discrepancies or breaks with brokers, custodians, and counterparties
What we offer
What we offer
  • Paid Parental Leave Program (maternity and paternity leave)
  • A supportive workplace for professionals returning to the office from childcare leave
  • Award-winning pension plan
  • Multisport
  • Holiday allowance
  • Private Medical Care Program
  • Group Life Insurance
  • Consideration for annual discretionary bonus
  • Employee Assistance Program
  • Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
  • Fulltime
Read More
Arrow Right

Trading Desk Assistant

Within Kepler Capital Markets, the Equity Derivatives Business Lines offers: Flo...
Location
Location
France , Paris
Salary
Salary:
Not provided
keplercheuvreux.com Logo
CLSA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Studying towards a master's degree at an international leading school or university, ideally in finance or economics
  • Previous internship in relevant connected fields (investment banking, asset management or hedge fund) would be appreciated, but is not a prerequisite
  • Excellent writing and communication skills
  • Dynamism and proactivity
  • Good analytical, synthesis and writing skills
  • Very good command of MS Office, Excel in particular (VB/VBA)
  • Knowledge of Bloomberg would be a plus
  • Knowledge on Derivatives products -> Vanilla Options is required
  • Fluent in French and English
  • Candidate must have a school placement agreement covering the entire duration of the assignment
Job Responsibility
Job Responsibility
  • Confirmation of transactions to customers
  • Internal reporting
  • Administrative assistance
  • Trading system (Cscreen, UTS, Teo)
  • Trading Back up
  • Build Excel tools for the Equity derivatives desk (pricers and various automated systems)
Read More
Arrow Right

Middle Office Analyst

We are offering an exciting opportunity to join a Global Middle Office team loca...
Location
Location
United States , Houston
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must have 5 years of commodity experience - Power and Gas physical experience
  • Degree in Finance or Accounting
  • Knowledge of some or all exchanges: CME, ICE, NODAL, and NGX
  • Working knowledge of ISO operations and the markets they administer (PJM, MISO, CAISO, NYISO, SPP, etc.)
  • Previous understanding of financial derivatives (futures and options) and physical power and gas
  • Familiarity with trade flow at commodity exchanges
  • Proficiency in Excel is a must
Job Responsibility
Job Responsibility
  • Prepare daily Profit & Loss and position reports for multiple businesses, specifically within the North American physical and financial Power & Gas markets
  • Perform daily reconciliations of trades and positions to maintain data accuracy
  • Act as a key liaison between the trading desks, ISOs, and FCMs, facilitating smooth operations
  • Manage static data setups for internal systems, including products and prices
  • Reconcile exchange and index curves against 3rd party systems to our internal ones to ensure consistency
  • Comment daily on P&L movements, explaining and critiquing major positions and risks taken by the desk
  • Liaise with various stakeholders, including market risk, ALM, operations, finance, IT, and business managers
  • Proactively participate in internal projects to enhance processes and controls
  • Ensure that processes are continually reviewed and improved, risks are managed, and results meet expectations
  • Price Futures, Options, and Physical Power & Gas products, maintaining a thorough understanding of market dynamics
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Analyst/Analyst - Middle Office

The Middle Office group is a part of larger FinOps department and is responsible...
Location
Location
Portugal , Lisbon
Salary
Salary:
Not provided
arcesium.com Logo
Arcesium
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • An MBA, MSc in Finance, CFA, or any another equivalent qualification
  • Experience of 2-6 years in the financial services industry with knowledge of listed and OTC instruments
  • An in-depth understanding of the various stages of the trade life- cycle
  • An understanding of data sources such as Reuters, Bloomberg, etc.
  • Attention to detail and drive to achieve process efficiencies
  • Ability to work with minimal supervision and coordinate with different teams across multiple geographies
  • Strong communication skills and ability to engage in client discussions around business processes
  • Proficiency in Microsoft office applications and SQL
Job Responsibility
Job Responsibility
  • Own timely and accurate delivery of daily and monthly middle office operations, proactively identifying and resolving issues to ensure seamless trade lifecycle management and operational excellence
  • Manage investment product setup and maintenance by creating, updating, and reviewing investment products in the firm's database and trading universe, ensuring data integrity and trading readiness
  • Support front office operations by processing and reviewing trades not booked by the desk, validating trade economics, and responding to P&L queries from investment managers with detailed analysis and resolution
  • Coordinate cross-functionally with Trade Accounting and Operations teams to ensure trade confirmations and settlements are completed in accordance with firm policies and client requirements, escalating exceptions as needed
  • Partner with technology and product teams on platform enhancements, special projects, bespoke reporting requirements, and UAT testing of new functionalities to drive continuous improvement
  • Lead client onboarding initiatives to the Arcesium platform, ensuring smooth transitions and comprehensive setup of new client funds and investment strategies
  • Mentor and develop team members by contributing to work allocation, providing guidance on complex activities, and supporting the growth of junior resources across middle office functions
  • Work within a global team structure, collaborating with colleagues across multiple locations to deliver consistent, high-quality middle office services
Read More
Arrow Right
New

Trading Assistant - Night Desk

This is an opportunity for a Night Desk Trading Assistant to facilitate seamless...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
May 01, 2026
Flip Icon
Requirements
Requirements
  • Hands-on experience in trade support or middle-office operations within the financial sector
  • Competency in using major financial software and spreadsheet tools
  • High level of precision in handling data and the ability to meet deadlines in a fast-paced setting
  • Strong communication and problem-solving skills
  • Bachelor Degree
Job Responsibility
Job Responsibility
  • Ensure the precise and timely entry of trade data into internal management systems across various asset classes
  • Provide dedicated real-time support to portfolio managers and investment teams to facilitate smooth evening trading activities
  • Reconciliations of trade details and proactively resolve any discrepancies with internal stakeholders
  • Oversee the monitoring of trade-related risks and ensure all activities remain strictly compliant with global regulatory standards
  • Assist in the enhancement of operational workflows and contribute to the development of internal trade reporting tools
Read More
Arrow Right

Trading Analyst – Products (Oil & LPG)

We are seeking a highly motivated Trading Analyst to join a dynamic product trad...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
goodmanmasson.com Logo
Goodman Masson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A degree in a quantitative discipline (e.g. engineering, mathematics, economics, finance)
  • Prior experience in oil or products trading/analysis
  • Strong understanding of oil products (LPG knowledge advantageous)
  • Advanced Excel skills (VBA essential
  • Python/SQL beneficial)
  • Strong communication skills and a collaborative mindset
  • Genuine interest in energy markets and trading
Job Responsibility
Job Responsibility
  • Provide analytical and operational support to traders and managers
  • Ensure accurate trade booking, exposure monitoring, and P&L reporting
  • Analyse market data
  • Perform arbitrage and crack spread calculations
  • Track cargo movements
  • Maintain market and shipping dashboards
  • Prepare daily and weekly reports
  • Deliver internal presentations
  • Contribute to ad-hoc research projects that support trading decisions
  • Liaise regularly with middle office, shipping, operations, contracts, and international trading desks
Read More
Arrow Right

Junior Quant Trader

This is a Junior Quant Trader role in the derivatives trading domain. The trader...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
akunacapital.com Logo
AKUNA CAPITAL
Expiration Date
April 01, 2026
Flip Icon
Requirements
Requirements
  • Graduated before July 2026 with 0-2 years’ experience
  • Bachelor, Masters or PhDs in Engineering, Statistics, Mathematics, Physics, Mechanics, Computer Science, Actuarial Science, Economics, FinTech, Data Science, Business Analytics, Financial Engineering, Big Data or related degrees
  • Quick mental maths, pattern recognition, and probability skills
  • Strong verbal and written communication skills
  • Desire to learn about financial markets and economic theories
  • Risk appetite & ability to work well under pressure in a fast paced, team environment
  • Able to dedicate 1.5-2 hours each day throughout April 6-April 8, 2026 to attend Options 201 course including virtual lectures, mini-shadows, office hours, and complete quizzes
  • Able to meet the timelines per illustrated “Timeline” section above
Job Responsibility
Job Responsibility
  • Develop technical skills via statistics-based projects aimed at solving real problems being faced by our trading teams
  • Conduct analysis and constructing models using python and Excel or building interactive trading tools for use on our desks
  • Trade full-time on one of our trading desks
What we offer
What we offer
  • Systematic educational program to help you develop quickly
  • Global vision and work experience to extend your knowledge on international markets across a diverse set of asset classes
  • Welcoming and supportive culture with a strong emphasis on collaboration and employee growth
  • Collaborative & valuable mentorship from experienced Traders
  • Opportunity to advance quickly in your career
  • Fulltime
Read More
Arrow Right

Officer - ETD Management Intermediate Analyst

The successful candidate will be reporting to the APAC Head of Exchange Traded D...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Knowledge and experience of Exchange Traded Derivatives (ETD)
  • Minimum 1 – 3 years experiences in Operations
  • Preferably with good knowledge of key industry futures systems, e.g. Exchange GUI, Clearing system, GMI is a plus
  • Excellent communication and interpersonal skills
  • Team player who works well in a global and regional team environment
  • Ability to influence change and implement process improvements is essential
  • Innovative in devising support solutions and improving processes
  • High-level of client service to both internal and external clients with utmost professionalism at all times
  • Bachelor’s Degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Matching and allocation across APAC ETD markets (including exchange facing markets: SFE, OSE, HK and SGX and broker markets eg Taiwan, Thailand, China, India, Malaysia
  • Management of T+1 exceptions including suspense and client query management
  • Perform Exchange Regulatory reporting eg ASX DBOR, SGX PCS
  • Follow-up and escalation of IT outages to minimize client impact and repeat issues
  • Participation in UAT and system rollout as required
  • Work closely with various stakeholders (locally and globally) e.g. Client Services, House Middle Office, Front Office desk, Client Executives, etc, on trade flow/query/breaks
  • Closely monitor and escalate to regional management any trading errors, missing allocations, unaccepted trades between Citi and third-party clearing brokers
  • Able to work shift arrangements
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy