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Trading Assistant

Charlotte, North Carolina💼 Full-time🗓 2026-09-18 → 2026-09-25

Core

Support advisors, trading partners, and home office staff by answering trading-related questions, ensuring efficient and accurate order processing, and delivering regulatory reporting.

Role type

Operational support specialist (equity & option trading)

Builds

Trade executions, regulatory reports, and operational processes for the Equity & Option Trading team

Domain

Financial services / Securities trading

Deliverable

client delivery | dashboards & analysis

Required skills

order book reconciliation, trade allocation, regulatory reporting, trading system navigation, issue resolution, policy compliance review, process improvement, analytical problem-solving, organizational skills

Preferred skills

BETA host, LSEG One, BRASS, Microsoft Excel, Power BI, Series 7 license, trading/brokerage operations experience

Technologies

BETA host, LSEG One, BRASS, Microsoft Excel, Power BI

Responsibilities

Answer trading-related questions regarding order activity and system functionality; Perform order book reconciliation and trade allocation; Identify and resolve trading and settlement issues; Assist with report creation, generation, monitoring, and analysis; Review trading policies for compliance and identify process improvements; Provide back-up support to other departments and participate in special projects

Seniority

Junior, operational IC

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