Managed Account Group Trade Specialist
Johnson Financial Group | |
United States, Wisconsin, Milwaukee | |
Sep 26, 2024 | |
Job Description
Overview
The Wealth Operations Trade Specialist is a senior member of the Managed Account Group (MAG)team with extensive application knowledge and industry expertise. It is the primary responsibility of a Wealth Operations Trade Specialist to support all trading functions in Wealth across multiple platforms and custodians. The Trade Specialist rebalances portfolios to established models and monitors and approves the trading activities of others. This role assures the prompt resolution of trading issues. Additional responsibilities may include application upgrades, management reporting projects, compliance filings and other Managed Account Group functions. Key Responsibilities
JOB REQUIREMENTS - EDUCATION, KNOWLEDGE AND SKILLS
Understanding and strong working knowledge of MS Office products; ability to effectively utilize Wealth Operating Systems. Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website. |