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Trade Operations Associate Jobs in Iowa (NOW HIRING)

Stifel

Part-time Client Service Associate - NR

Ames, IA · On-site

Organize and assist in the maintenance of complete client account and trade- related records for ... Perform operational or administrative functions for client related requests (i.e., check requests ...

Plumbing & Heating Wholesale

Warehouse Associate

Carroll, IA · On-site

$15.25 - $18.25/hr

... jack of trades. The Warehouse Associate will increase operational efficiency, company profitability and customer satisfaction by the: * Accurate and timely processing and storing of incoming ...

Minnstate

$23.98 - $34.69/hr

This position will submit work orders and liaise with skilled facility trades for any major repairs ... Minimum Qualifications * 2-years of professional experience managing an ice arena -an Associates ...

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Trade Operations Associate information

What are the key skills and qualifications needed to thrive as a Trade Operations Associate, and why are they important?

To thrive as a Trade Operations Associate, you need a solid understanding of financial markets, trade processing, and settlement procedures, often supported by a degree in finance, business, or a related field. Familiarity with financial software such as Bloomberg, SWIFT, and trade management systems, as well as knowledge of relevant regulations, is typically required. Strong attention to detail, problem-solving skills, and effective communication are vital soft skills for ensuring accuracy and collaborating with stakeholders. These skills and qualities are crucial for minimizing operational risk, meeting regulatory requirements, and ensuring smooth, error-free trade execution.

What are some common challenges Trade Operations Associates face when managing post-trade processes?

Trade Operations Associates often encounter challenges such as resolving trade discrepancies, ensuring timely settlement, and adapting to evolving regulatory requirements. Working in a fast-paced environment, they must be detail-oriented to prevent costly errors and communicate effectively with traders, custodians, and counterparties to resolve issues quickly. Staying organized and proactive is key to managing multiple tasks while maintaining accuracy and compliance throughout the trade lifecycle.

What does a trading operations associate do?

A trading operations associate is responsible for supporting the execution and settlement of trades, ensuring compliance with regulations, and maintaining accurate records. They often work with trading platforms, financial data, and may use tools like Excel or trading software to monitor transactions and resolve issues promptly.

Is trade operations a good career?

Trade operations is a viable career that involves managing the processing of international transactions, ensuring compliance, and coordinating logistics. It often requires strong organizational skills, attention to detail, and familiarity with trade regulations and software tools. The role can offer stable employment and opportunities for advancement in finance, logistics, or supply chain fields.

What does a Trade Operations Associate do?

A Trade Operations Associate is responsible for supporting the daily operations of trade processing within financial institutions. Their tasks typically include confirming, settling, and reconciling trades, maintaining accurate records, and ensuring compliance with regulations. They work closely with traders, clients, and other departments to resolve discrepancies and facilitate smooth trade execution. Attention to detail and knowledge of financial products are essential in this role.

What is the role of an operations associate?

A Trade Operations Associate is responsible for supporting the execution and processing of trade transactions, ensuring compliance with regulations, and maintaining accurate records. They often work with trading platforms, perform data analysis, and coordinate between different departments to facilitate smooth operations in financial or trading environments.

What trade makes $100,000 a year?

In trade-related roles, positions such as experienced electricians, plumbers, or HVAC technicians can earn $100,000 or more annually, especially with specialized skills, certifications, and overtime. These trades often require apprenticeships, technical training, and a strong understanding of safety standards and tools.
What are the most commonly searched types of Trade Operations jobs in Iowa? The most popular types of Trade Operations jobs in Iowa are:
What are popular job titles related to Trade Operations Associate jobs in Iowa? For Trade Operations Associate jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Trade Operations Associate jobs in Iowa look for? The top searched job categories for Trade Operations Associate jobs in Iowa are:
What cities in Iowa are hiring for Trade Operations Associate jobs? Cities in Iowa with the most Trade Operations Associate job openings:
Trade Operations Associate jobs near you
Part-time Client Service Associate - NR

Part-time Client Service Associate - NR

Stifel

Ames, IA • On-site

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Part-time with the potential to transition to full-time based on branch needs.
What We're Looking For
  • Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
  • Provide reports and other information to FA(s), as requested.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring
  • Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
  • Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
  • Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
  • Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience
  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 2 years clerical/related industry

Licenses & Credentials
  • Minimum Required: None

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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