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.

At Trade Station, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that’s using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool;

following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you’re joining a culture where AI is how we work.

Are you ready to make yourself at home?

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. This position requires strong computer skills, attention to detail, positive professional attitude, and ability to work in a team environment.

The individual is required to act decisively and exercise independent judgment in the daily responsibilities of the position.

What You’ll Be Doing:

• 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 (i.e. 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

The Skills You Bring:

• 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

Minimum Qualifications:

• 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

Desired Qualifications:

• Series 4 preferred

What We Offer:

• 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 of 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.