Managed Account Trade Administrator - Hybrid

Managed Account Trade Administrator - Hybrid

Genesis10 is currently seeking a Managed Account Trade Administrator - Hybrid for a contract to hire position with a Global Financial Institution located in Pittsburgh, PA. This is an 8+ month contract to hire opportunity. Pay Range: $29.00 - $33.00 per hour based on experience and qualifications.

Position Overview

The Managed Account Trade Administrator supports a Managed Account Trade Administration team that provides outsourced trading solutions for broker-dealer clients. The role is responsible for processing and supporting trading activities across managed account products while ensuring accuracy, quality control, and exceptional client service. The ideal candidate will have a Client Series 7 license, managed account trading experience, strong Excel skills, and a collaborative mindset.

Primary Responsibilities

• Process daily trading activities including new accounts, contributions, withdrawals, model changes, and tax harvesting requests on behalf of broker-dealer clients
• Provide daily support to internal and external clients through phone and email communication, transaction processing, trade comparison, account reconciliation, and error resolution
• Investigate and troubleshoot trading issues, perform error analysis, and identify opportunities for process improvements and risk reduction
• Review trade blocks, validate orders, support trading events, and ensure trades are processed accurately in accordance with established guidelines

Requirements

• 1-3 years of Managed Account Trade Administration experience
• Strong Microsoft Excel skills, including filtering, data analysis, and functions such as VLOOKUPs
• Demonstrated attention to detail, problem-solving abilities, and willingness to learn in a fast-paced environment
• Bachelor's degree and/or equivalent combination of education and work experience

Desired Skills

• Client Series 7 License required (Series 24 also acceptable)
• InvestCloud APL experience
• Portfolio accounting system experience
• Experience supporting managed accounts, UMA platforms, mutual fund wrap accounts, or fixed income products

Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. If you have the described qualifications and are interested in this exciting opportunity, please apply! Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.

• Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years
• The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years
• Access to an experienced, caring recruiting team (more than 7 years of experience, on average)
• Behavioral Health Platform
• Medical, Dental, Vision
• Health Savings Account
• Voluntary Hospital Indemnity (Critical Illness & Accident)
• Voluntary Term Life Insurance
• 401K
• Sick Pay (for applicable states/municipalities)
• Commuter Benefits (Dallas, NYC, SF, and Illinois)

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.