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Executive Trading Assistant Jobs (NOW HIRING)

SG Cap Trading

Executive Assistant

Orlando, FL · Hybrid

Executive Assistant ID: 1022 Location: Orlando, FL More about this job > Description Job Title ... Apply Now Refer to a Friend Copyright 2026 SG Cap Trading. All rights reserved. Powered by ...

Robert Half

Executive Assistant

Bethesda, MD · On-site

Trade Association $90k Executive Assistant Bethesda, MD, great benefits, plus bonus, free parking My client is Trade Association with Headquarters in the Washington, D.C. area with a need for an ...

New

The GOR Group, LLC

Executive Assistant

Buffalo, NY

Executive Assistant & Office ManagerSupport Leadership. Drive Organization. Help Build the Future ... Manage conference registrations and event logistics. * Assist with trade show preparation and ...

Addison Group

Executive Assistant

Washington, DC · On-site

$104K - $116K/yr

Executive Assistant Industry: Trade Association / Nonprofit Location (city, state): Washington, DC Assignment Type: Direct Hire Pay: $104,000 - $116,000 / year Work Schedule: Hybrid -- in-office ...

Ren

Executive Assistant

Indianapolis, IN · On-site

Executive Assistant Department: Admin Job Level: P2, Exempt Position Description: The Executive ... trade-offs, and take ownership of outcomes with minimal supervision. At least one EA in the pool is ...

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Executive Trading Assistant information

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$30K

$64.5K

$102.5K

How much do executive trading assistant jobs pay per year?

As of Aug 24, 2026, the average yearly pay for executive trading assistant in the United States is $64,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $75,000.00 per year, depending on experience, location, and employer.

What is an executive trading assistant?

Executive Trading Assistants are professionals who support senior traders or executives within financial institutions by handling administrative, analytical, and operational tasks related to trading activities. Their responsibilities often include preparing trade reports, monitoring market data, ensuring compliance with regulations, and coordinating communications between traders and other departments. They help streamline trading operations, allowing senior staff to focus on high-level decision-making and strategy. Strong analytical, communication, and organizational skills are essential for this role.

What does an executive trading assistant do?

As an Executive Trading Assistant, your daily responsibilities typically include monitoring trade executions, preparing reports for senior traders, and handling administrative tasks such as scheduling meetings and maintaining compliance documentation. You will also assist with market research, help troubleshoot trade discrepancies, and act as a liaison between traders, back-office staff, and external counterparties. This role requires strong attention to detail, the ability to work under pressure, and excellent communication skills to ensure smooth operations within a fast-paced trading environment.

What are the key skills and qualifications needed to thrive as an executive trading assistant?

To thrive as an Executive Trading Assistant, you need a solid background in finance, strong analytical abilities, and a relevant degree such as finance, economics, or business. Familiarity with trading platforms (like Bloomberg or Eikon), order management systems, and financial modeling tools is typically required, along with proficiency in Excel. Exceptional organizational, multitasking, and communication skills help you manage high-pressure situations and support senior traders effectively. These skills are crucial for ensuring accurate trade execution, timely communication, and smooth workflow in fast-paced trading environments.

How to become an executive trading assistant?

To become an executive trading assistant, candidates typically need a bachelor's degree in finance, economics, or a related field, along with strong organizational and communication skills. Experience in financial markets, proficiency with trading platforms, and knowledge of industry regulations are also important. Certifications such as the Series 7 or Series 63 can enhance prospects in this role.

Is being an executive trading assistant a stressful job?

An executive trading assistant's role can be stressful due to fast-paced trading environments, tight deadlines, and the need for accuracy in handling sensitive financial information. The job often requires strong organizational skills, attention to detail, and the ability to manage multiple tasks simultaneously, which can contribute to stress levels.
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Executive Trading Assistant jobs near you
Infographic showing various Executive Trading Assistant job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, and 11% Contract. Highlights an 83% In-person, 6% Hybrid, and 11% Remote job distribution, with an average salary of $64,456 per year, or $31 per hour.

Sales Associate / Client Service Associate - Wealth Management

Jefferies

Manhattan, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description


Sales Associate / Client Service Associate - Wealth Management
Overview
The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals, and high-net-worth relationships, with a focus on biotech and healthcare. This role is ideal for a proactive, polished, detail-oriented professional with strong interpersonal and writing skills. The individual should be comfortable communicating with sophisticated clients by phone and email, managing tone appropriately, and supporting Financial Advisors with client service, business development, account administration, planning coordination, and trading-related workflows, including 10b5-1 trading plans.
Primary Responsibilities
  • Serve as a key client service contact, responding to client inquiries by phone and email in a timely, professional, and compliant manner.
  • Support Financial Advisors / Account Executives with day-to-day client service, sales support, operational needs, and relationship management.
  • Assist with client onboarding, account opening, documentation collection, KYC, account maintenance, and follow-up.
  • Coordinate client service requests, including funds transfers, wires, ACH, account updates, asset movement, and other operational items.
  • Provide select trading support across equities, fixed income, options, and 10b5-1 trading plans, ensuring accuracy, timeliness, and proper documentation.
  • Support clients with concentrated stock positions, private company equity, liquidity events, and pre-IPO / post-IPO wealth management needs.
  • Prepare client-facing materials, including presentations, portfolio reviews, meeting books, planning exhibits, and follow-up notes.
  • Assist with planning-related workflows, including estate and tax planning, cash flow modeling, insurance, and investment management coordination.
  • Conduct client outreach and support prospect follow-up, business development initiatives, and relationship-deepening opportunities.
  • Identify potential sales, service, or planning opportunities and communicate them to Financial Advisors.
  • Coordinate with internal partners across operations, trading, compliance, planning, lending, insurance, and product teams.
  • Maintain accurate client records, documentation, notes, and task tracking in applicable systems.
  • Perform general administrative support, including phones, scheduling, filing, mailing, forms, and daily team workflow.
  • Complete firm-required continuing education and regulatory requirements applicable to registered people.

Qualifications / Skills
  • Strong client service orientation and excellent interpersonal skills.
  • Professional written and verbal communication skills, with the ability to manage tone effectively across phone and email.
  • Ability to interact confidently with C-suite executives, founders, senior investors, and high-net-worth clients.
  • Proactive mindset with strong follow-through and attention to detail.
  • Highly organized and able to manage multiple priorities in a fast-paced environment.
  • Sound judgment and discretion when handling confidential client information.
  • Strong temperament for a client-facing role, including composure, responsiveness, and professionalism under pressure.
  • Ability to collaborate effectively with Financial Advisors, clients, and internal partners.
  • Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
  • Strong desire to learn, grow, and build a long-term career within the team.

Required Background
  • Bachelor's degree required.
  • 1-5 years of relevant wealth management, brokerage, financial services, client service, sales support, or trading support experience.
  • Active SIE, Series 7, Series 63, and Series 65 or Series 66 preferred.
  • Candidates with approximately one year of experience and active licenses will be considered.

Desired Experience / Skills
  • Prior experience as a Client Service Associate, Registered Client Associate, Sales Associate, Wealth Management Associate, Trading Assistant, or similar role.
  • Familiarity with 10b5-1 trading plans, restricted stock, concentrated equity positions, and executive trading considerations.
  • Exposure to estate planning, tax planning, cash flow modeling, insurance, investment management, or financial planning workflows.
  • Experience with account opening, KYC, asset/cash transfers, trade settlement, wires, ACH, ACATs, and client documentation.
  • Familiarity with financial sponsors, PE/VC firms, founders, executives, or private company clients, particularly in biotech, healthcare, or growth sectors.
  • Experience with tools such as eMoney, MoneyGuidePro, FactSet, Bloomberg, Pershing NetX360, Addepar, Black Diamond, Advent, or similar platforms is a plus.
  • Basic understanding of markets, asset classes, portfolio construction, equity compensation, and executive wealth planning.

New York, NY Full Time Salary Range of $75,000 - $95,000 with overtime eligibility.
#LI-DNI
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

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