Team Lead AMS Operations - Rebalance Trade Support

_This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our Saint Petersburg, FL, corporate office._

Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to lead others in providing support in specific trading activities within an assigned functional area. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring some evaluation, originality or ingenuity in making routine decisions. Serves as a resource to others in resolving complex problems and issues.

Extensive contact with internal and external customers is required to identify, research, and resolve problems

** Essential Duties and Responsibilities*
* + Leads the work of others and provides training, coaching, and mentoring to less experienced associates.

+ Monitors rejected trade orders in accordance with organizational policies and procedures.

+ Reviews trade problem issues and determines appropriate corrective action.

+ Contacts internal and external customers to resolve trading problems.

+ Facilitates error trade corrections.

+ Resolves trade allocation issues in client accounts and department's netting account.

+ Coordinates the weekly Daily Rotation Tasks among the team.

+ Assists with updating department policies and procedures.

+ Serves as a backup and communicates to Supervisor and Operations Manager of issues.

+ Offers additional support in phone queue as volume dictates.

+ Assists with performing quality control audits for various team functions.

+ Performs other duties, responsibilities, and projects as assigned.

** Knowledge of*
* + Industry regulations related to trading activities.

+ Investment concepts, practices and procedures used in the securities industry.

+ Accounting principles and procedures.

+ Front-end system used in assigned functional area and its relationship with account history.

+ Fundamental mathematical ability sufficient to accurately and efficiently calculate transactions.

+ Front-end system used in assigned functional area and its relationship with account history.

+ Fundamental mathematical ability sufficient to accurately and efficiently calculate transactions.

** Skill in*
* + Basic analytical skills; identify relationships, draw logical conclusions and interpret results for use in decision-making.

+ Personal resilience while providing a high level customer service to both internal and external clients.

+ Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner

+ Handling a high volume phone system.

+ Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence.

** Ability to*
* + Lead the work of others and provide training, coaching and mentoring.

+ Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.

+ Read, interpret, analyze and apply transaction information.

+ Analyze and solve problems.

+ Communicate effectively, both orally and in writing with associates and internal and external customers.

+ Work independently as well as collaboratively within a team environment.

+ Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner.

+ Interpret and apply policies and identify and recommend changes as appropriate.

+ Establish and maintain effective working relationships at all levels of the organization.

** Licenses/Certifications*
* + None

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* Travel Required:

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* + 5 % of the Time