Trading Operations Specialist

Who We Are
Trade Station is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what’s possible, encourage out‑of‑the‑box thinking, and relentlessly search for like‑minded innovators. We are building an AI‑First culture and expect team members to embrace AI as a core part of their daily workflow, using it to accelerate development, enhance decision‑making, improve client outcomes, and streamline internal processes.

We treat AI as a partner in problem‑solving, not just a tool, following our governance standards to ensure it is used ethically, securely, and transparently.

What We Are Looking For
We are looking for a Trading Operations Specialist who is a key member of the operations and client support teams supporting trade processes, order routing, data management, client reporting, and portfolio reconciliation functions. This person will work closely with the Client Services and Clearing Operations teams. The role requires strong computer skills, attention to detail, a positive professional attitude, and the ability to work in a team environment.

The individual must act decisively and exercise independent judgment in daily responsibilities.

• Real‑time risk management and risk mitigation
• Trade order creation and execution
• Equities and options margin processes
• Post‑trade processing and resolving trade settlement issues in a timely manner
• Research and process corporate actions (e.g., tender offers)
• Client reporting support
• Support research and reporting on investment and operational projects as needed
• Identify workflow/system improvements and work with supervisor and operations team to enact change
• Establish and effectively monitor account‑level trading and broker restrictions
• Review daily and periodic vendor reports and reconciliations, identify potential issues, and resolve with vendor
• Monitor client cash flows; communicate and process according to firm procedures

• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Ability to learn and assimilate information from multiple people and sources
• A friendly professional demeanor and ability to excel in a team‑oriented environment
• Strong proficiency with Microsoft Office suite, especially Excel
• Strong analytical and detail‑oriented aptitude; a high degree of accuracy is required
• Excellent communication and organizational skills
• Ability to manage time effectively, set priorities and meet deadlines
• Ability to learn and adapt to change
• Proven ability to succeed in a high‑risk, high‑pressure environment
• Must exercise discretion, independent judgment, and act decisively
• Task‑oriented with the ability to meet multiple deadlines and manage projects and tasks through to completion
• Willingness to work non‑standard hours and overtime as needed
• Strong individual contributor who works effectively as a member of a highly functioning team

• Bachelor’s Degree from an accredited college or university
• Minimum of 3 to 5 years financial industry experience with an emphasis on trading support and trade settlement
• Current active Series 7, 63 and 3 licenses required
• Series 57 within 90 days of hire

• Series 4 preferred

• Collaborative work environment
• Competitive salaries
• Yearly bonus
• Comprehensive benefits for you and your family starting Day 1
• Unlimited paid time off
• Flexible working environment
• Trade Station Account employee benefits, as well as full access to trading education materials
• Pay range (US) $86‑100K (countries outside the US have differing ranges in accordance with local labor markets)

Trade Station provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti‑discrimination laws.