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Trading Support Associate III - SMA Trading

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Raymond James

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Location:
United States , Saint Petersburg, Florida ▼

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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:

Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports.

Job Responsibility:

  • Serve as the liaison between the SMA trading team and external money managers
  • Provides technical support to internal clients requiring assistance using various trading systems
  • Responds to inquiries or complaints received through phone calls and/or correspondence with clients concerning the company’s trading systems
  • Performs price adjustments and trade corrections support for client accounts
  • Review trade problems and determine appropriate corrective action
  • Resolves comparison issues and assists in the portfolio allocation process
  • Coordinates large block orders for advisors with appropriate trading desks
  • Ensures that trades are executed and confirmed in accordance with organizational policies and procedures
  • Confirms the open order file is reconciled and that trade data and information are entered and maintained in required databases
  • Contacts internal and external customers to resolve trading problems
  • Provide superior customer service in a high-volume call environment
  • Performs other duties and responsibilities as assigned

Requirements:

  • Concepts, practices, and procedures of securities trading
  • Basic investment concepts, practices, and procedures used in the securities industry
  • Accounting principles and procedures
  • Mathematical procedures required to verify and reconcile trading transactions
  • Handling a small-volume phone system
  • Customer Service
  • Reconciling and correcting transactions
  • Operating standard office equipment and using required software applications sufficient to create documents, spreadsheets, and business correspondence
  • Work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities
  • Read, interpret, analyze, and apply transaction information
  • Analyze and solve problems
  • Communicate with associates and internal and external customers effectively, both orally and in writing
  • Work independently as well as collaboratively within a team environment
  • Handle stressful situations and lead others in providing a high level of customer service calmly and professionally
  • Interpret and apply policies and identify and recommend changes as appropriate
  • Establish and maintain effective working relationships at all levels of the organization
  • Bachelor’s: Accounting, Bachelor’s: Finance, High School (HS) (Required)
  • General Experience - 13 months to 3 years, Manager Experience - None

Additional Information:

Job Posted:
April 14, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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