Trader - Full Time

Full-time

They will be primarily responsible for establishing, monitoring and trading client portfolios and managing the Tamarac trading system. The Trader will also utilize the software to meet client reporting needs while ensuring investments are properly categorized, custodial downloads are complete, cost basis transfer are accurate, and performance data is up to date.

As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.

Efficiently and accurately trade and rebalance client accounts

Ensure asset allocation and tactical allocations are accurately implemented and periodically reviewed

Ensure consistency of trading models and models in reporting

Manage trading software to ensure accuracy

Maintain reporting software to ensure accurate data

Minimum of 1 year of experience trading and/or performance reporting

• Familiarity working with trading software and reporting tools (Tamarac) is preferred
• Detailed understanding of investment products, including individual securities, mutual funds, ETFs, index funds and separate accounts
• 5+ years of client service, operations, or relationship support experience in wealth management, preferably within an RIA.
• Experience supporting high-net-worth or ultra-high-net-worth clients and partnering closely with advisors.
• Bachelor's degree in Finance, Business, or a related field.

Comprehensive Health Benefits and Retirement Savings:

• Medical, dental, and vision insurance
• Life and disability insurance
• Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits
• 10 Paid Holidays, including two Floating Holidays
• 16 Hours of Volunteer Time
• This information is provided in compliance with applicable state equal pay and pay equity legislation. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the exempt full-time position is $75,000-$105,000 DOE. This is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a full-time hybrid position that may be based in one of our local offices in Oregon and California.