Equity Sales Trading Assistant
Core
Support Equity Sales Traders in order entry, trade allocation, settlement, and client service for institutional clients.
Role type
Equity Sales Trading Assistant
Builds
Trade execution and settlement workflows for equities, equity derivatives, ETFs, and fixed income
Domain
Financial Services / Institutional Trading
Deliverable
client delivery
Required skills
Order Management Systems (OMS), Execution Management Systems (EMS), KYC/AML documentation, CRM management, Microsoft Excel, Bloomberg familiarity, trade reporting, real-time market data monitoring
Preferred skills
FINRA Series 7 and 63 licenses
Responsibilities
Assist with order entry, trade allocations, and accurate trade booking; Act as liaison between trading desk, clients, and operations to resolve trade breaks; Provide daily support to institutional clients regarding trade status and account balances; Assist with client onboarding and data maintenance; Generate daily trading, commission, and P&L reports; Monitor real-time market data and internal systems
Seniority
Junior to Mid-level, hands-on IC
