Portfolio Trade Operations Analyst
PYA Waltman Capital LLC
A financial planning firm in Atlanta is seeking a Trade Operations Associate to execute and manage trades across client portfolios. The role requires a Series 65 license and strong Microsoft Excel skills. Responsibilities include monitoring portfolios, coordinating with advisors, and ensuring compliance with trading policies. This full-time position offers an opportunity to work in a collaborative environment focused on client service and excellence. #J-18808-Ljbffr
Vacancy posted 5 days ago
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