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Trading & Corrections Associate

Aspire Financial Services LLC

in Tampa FL

Job Summary:

Responsible for performing multiple trading and correction functions in a daily valuation retirement plan environment. Provide backup assistance for investment change facilitation and processing.

Job Accountability:

Responsibilities may include the following:

  • Process daily trade requests on internal recordkeeping system. This involves processing, checking and sending files to multiple custodians and resolving any issues that arise. Multiple deadlines must be met on a daily basis so ability to prioritize workload is a must.
  • Process internal and external manual trade requests and update recordkeeping system accordingly. This may involve numerous calculations and manipulations in Excel.
  • Research trade rejects and take necessary steps to find immediate resolution. Work with multiple custodians as well as internal departments when necessary and communicate effectively with appropriate parties involved.
  • Execute plan level investment changes on internal recordkeeping system. Perform several quality control functions to verify reasonability and accuracy.
  • Process corrections from both internal and external errors. Evaluate each individual scenario and determine appropriate course of action based on various factors and process from start to finish based on chosen correction method. This may involve complex calculations so excellent problem solving skills are a must.
  • Provide backup assistance for forward-facing investment change process when needed. This involves working with advisors and internal Client Service departments to facilitate and schedule plan level investment changes. Complete fund additions across multiple custodians and recognize potential issues. Coordinate fund change processing within the department and provide all necessary paperwork and documentation. Perform several quality control functions to verify reasonability and accuracy.
  • Additional responsibilities as assigned by supervisor.

Required Skills / Experience: 

  • 3-5 years working with retirement plans or in the financial industry
  • Strong attention to detail, excellent time management skills and ability to meet deadlines
  • Ability to multi-task and simultaneously maintain a high level of accuracy
  • Proficient in Microsoft Office, especially Excel
  • Bachelor’s Degree or equivalent combination of education & experience

How to Apply

Apply online using this link:  http://bit.ly/2vKPdRE


This ad has been viewed 862 times. It expires on 10/7/2017.

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