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Trade Desk Officer

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Spokane

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Category:
Finance

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Contract Type:
Not provided

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Salary:

55000.00 - 65000.00 USD / Year
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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

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