We seek a highly motivated individual with meticulous attention to detail and a focused and strong work ethic to fulfill the Trading Coordinator role with Prime Capital Financial, LLC . Our standards are to be the very best and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to join our team.
Description: The Trading Coordinator will be integral to our investment management
team. A key responsibility will be working closely with the Trading department to
orchestrate the flow of trades throughout the trade lifecycle. They will directly assist the
traders in preparing and monitoring the trade processes, including auditing executed
trades and researching abnormalities. We seek a highly motivated individual with
meticulous attention to detail and a focused, strong work ethic. A successful trade
coordinator will promote efficiency and accuracy within the department.
Our Standards: Our overall standard is to be "industry-leading." Our goal is to provide
the very best experience in service to our clients and advisors. As such, our Trading
Coordinator must display:
Professional Expertise:
Key Responsibilities:
including incoming trade requests
scheduled distributions, etc...)
errors
keeping platforms
record-keepers
Education/Experience:
Bachelor's Degree required, preferably a business degree in Finance,
Accounting, Economics, or a similar field
Minimum 1 year’s financial services industry experience preferred.
Series 65 a plus, must be obtained within 12 months of hire
Additional securities or adviser representative registration(s), as needed
High standards of professionalism, ethics, and integrity
Salesforce, Orion, and Eclipse experience a plus
Microsoft Office
General Python knowledge (Preferred)
Benefits:
Health, Dental, Vision, HSA
LT/ST Disability, Group Life and Voluntary Group Life, Voluntary AD&D
401(k)
PTO
Paid Holidays
EAP program
Great team environment
Compensation:
This is a Non-Exempt Full-time position. Salary is determined based on experience.
Prime Capital Financial
Prime Capital Financial provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Wealth brand. Through its Prime Retirement and Prime Wellness brands, the firm also provides retirement plan advisory services and plan participant education. Prime Capital Financial currently has 50+ locations throughout the United States, with over 200 investment advisor representatives and 190+ associates serving clients nationwide. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”) a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.
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