Trade services support specialist

Job Description

A client of Insight Global is looking for a Trade Services Support Specialist to join their team of 8 in Cincinnati, OH. There will be in person training to learn and understand the operations within the Trade Services group. This person will be responsible for supporting the custody re-platform project. This includes working within a shared inbox to complete daily assignments involving order entries and post execution of trades. The Support Specialist will receive trade instructions for processing, posting, and updating accounts for investment advisors. This may include some research and cross-checking for discrepancies within account types to help confirm that trade reports are accurate and updated. This person must be highly organized to hit various deadlines, well versed in Excel, and comfortable working in a fast-pace environment. We can pay between $18 to $19 per hour.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

-Bachelor's Degree or Associates with years of equivalent experience in Trades

-Excel experience (basic foundation) can you list and add net amount of trades and compare. Filter and sort

-Great communication, attention to detail, energy, and work ethic! Degree in related fields (Business, Finance, Accounting, Economics)

Excel (v-look ups and pivot tables)

Banking/Finance industry experience Teller or banking operations

Call Center

Understanding and interest of Trades, 401K, Investments etc.

Financial Operations, Data Analysis/Mapping,

Accounting experience

Customer Service experience