Join a dynamic organization as a Trading & Onboarding Consultant, supporting financial advisors and internal trading teams during a critical transition to a new platform. This temporary role offers an exciting opportunity to be at the forefront of technological change within the financial services industry. Top 5 Required Skills: Experience in financial services or trading operations (2+ years) Strong communication and customer service skillsAbility to learn and explain complex workflows clearlyAttention to detail in data review and issue resolutionProficiency in Microsoft Office and trading platformsTop 5 Nice to Have Skills: Familiarity with Advisor360, or similar trading platformsKnowledge of model management and portfolio rebalancing workflowsFINRA Series 7 and 63 licenses (active or expired) Support experience during platform conversions and onboardingExperience with QA/UAT testing and defect trackingPreferred Education and Experience: Bachelor’s degree in finance, business, or related field preferredPrior experience supporting advisors or trading teams in a financial organizationAssociate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
