A Trading Assistant assists a certified trader and learns how to anticipate and sell the client’s financial products, manage risks, and provide general assistance to the trader. A well-written Trading Assistant Resume mentions the following core duties and tasks – coordinating between the customers and the coworkers; reviewing the transactions on behalf of the customer, assisting with trade executions, assisting in the promotion of financial products, coordinating transactions with portfolio managers and investment teams; distributing mail to the staff, and preparing documents for legal records. The job description also includes summarizing the daily transactions and earnings into reports.
Employers typically look for resumes that highlight the following skills – extensive experience with advanced spreadsheet programs such as MS Excel, VBA, and SQL; a good understanding of economics and accounting, working knowledge of economic and accounting principles and practices, banking, financial markets, and working with financial information; strong mathematical skills, and customer service skills. Candidates are expected to have a degree in fields such as accounting, math, statistics, or econometrics.
Objective : Responsible for Assisting with intermediate accounting functions and execution of logistics in support of the Merchandisers, and also Providing customer support including resolution of problems and discrepancies, as well as building relationships.
Skills : Business Development, Customer Service, Sales, Finance.
Description :
Built and maintained spreadsheets to deliver relevant data.
Raised and managed purchase orders for suppliers against all products.
Raised and managed invoices for all agreed sales.
Reconciled and agreed payment for all invoices received against all cataloged products within the service level agreement.
Liaised with both customers and suppliers to agree on quality results and prices enable accurate invoicing Maintaining product sales and purchase records, capturing and documenting accurate data, and reporting this back to suppliers and customers clearly on a daily basis.
Investigated and resolved discrepancies whilst maintaining and developing customer and supplier relationships.
Raised credits and debits where necessary.
Experience
2-5 Years
Level
Executive
Education
GED
Trading Assistant Resume
Objective : To establish a long-term career in a company where I may utilize my Trading Assistant professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.
Skills : Microsoft Word, Customer Service, Medical Billing.
Description :
Received and processed orders to buy and sell securities using NYSE trading systems.
Served as liaison between Brokers and Trading Desk communicating key information.
Developed and implemented strategies for rapid order execution.
Handled a high volume of calls in a timely manner.
Compiled and forwarded daily stock activity reports to the corporate office.
Worked with Traders to resolve trade disputes.
Compiled and forwarded commission reports for in-house Brokers.
Experience
2-5 Years
Level
Executive
Education
Diploma
Trading Assistant Resume
Objective : An amalgamation of marketing strategist, creative director, and product manager. Strategically focused institutional financial services marketing executive extensive international experience in multi-asset class trading environments. Highly service oriented with a unique combination of intuitive, creative, and analytical abilities.
Skills : Microsoft Office, Management, Accounts Receivable, Accounts Payable.
Description :
Provided timely and accurate cash balances for mutual fund portfolio managers.
Confirmed trades with brokers.
Interacted with various departments within JP Morgan to ensure that trades settle in a timely manner.
Researched failing trades, interest discrepancies, and cash outages.
Facilitated trade settlement by monitoring trades executed by Outside Investment Managers for trust clients.
Interacted daily with internal and external customers to monitor the settlement process for a group of accounts to achieve the department's desired results.
Responsible for accurate input of trade details, oversight of trade settlement, control of fund movement, and problem resolution.
Experience
2-5 Years
Level
Executive
Education
Bachelor of Science
Trading Assistant Resume
Headline : A strategic problem solver with finance and operations experience in healthcare and financial services. Proficient with financial analysis, process improvement, and performance management with a record of building and monitoring metrics to capture progress. Possesses strong verbal and written communication skills with the ability to present information effectively to a variety of audiences.
Provided operational support to portfolio managers, brokerage counterparties, external custodians, and client service professionals.
Prepared items to be sold, developed listing description, assembled photos, and shipping paperwork.
Responsible for shipping customer items and managing seller fees, and all customer service matters.
Redesigned trade activity reporting process.
Led initiative to reduce the lead time necessary for customized reports delivered to key clients daily at the close of trading.
Trained other team members on a new process to ensure appropriate coverage across the middle office support groups.
Completed specialized training to become familiar with the intricacies of settling trades in foreign currencies.
Entrusted by Portfolio Managers to settle trades in 7 different currencies, expanding capabilities of the trading desk and allowing further diversification of client portfolios.
Membered of JPMAM Operations Leadership Team.
Experience
5-7 Years
Level
Executive
Education
MBA In Strategy
Trading Assistant Resume
Objective : Achieved numerous recognitions for exceptional dining experience including the following: Excellent - New York Times Food Critics Patricia Brooks and Joanne Starkey Excellent, Restaurant Revisited.
Processed new and updated accounts through Sterne Agee & Leach clearinghouse.
Resolved Customer Identification Program restrictions.
Answered calls to execute trades and reply to account service questions quickly and efficiently while bringing superior service to the broker and their client.
Distributed commissions to brokers weekly using Xtiva Applications Portal.
Developed time and workload management skills while working in a team structure.
Performed duties of the cashiering department one day each week by making deposits, issuing checks, and ensuring forms are completed correctly.
Organized and facilitated periodic 'Lunch and Learn' events designed to provide colleagues with industry knowledge in support of career development aspirations.
Experience
2-5 Years
Level
Executive
Education
BS
Trading Assistant Resume
Summary : To secure relative employment utilizing my experience with your company, I'm prepared to demonstrate the ability to assess and resolve complex operational and production problems frequently resulting in increased productivity. Accomplished through coordinated activities between brokers and traders working well under pressure, oftentimes autonomously, I am highly organized, not only adept at conducting research, working with, databases and relieving traders and brokers from routine tasks but particularly effective in office management.
Skills : Microsoft Office, C++, C, Languages - Chinese, Languages - Korean, Languages - English.
Description :
Responsible for handling the daily administrative support to the Trust Securities Trading Department Researched information and resolved all trade executions for the equity, municipal and taxable markets and monitored failing trades preventing several thousand in company losses.
Researched Unit Trust trades to determine liquidity and holdings for accurate sales.
Traded and processed all sell-side orders with brokers.
Looked up mainframe prices and compared bids prior to confirming trades.
Supported the trading desk by extracting data from various databases to translate Microsoft Excel spreadsheets for monthly reports on a timely basis.
Relieved management of administrative details by gathering, compiling, and reporting relevant information monthly to the managers.
Consistently exceeded expectations by displaying a commendable degree of skill, ability, and effort.
Experience
10+ Years
Level
Senior
Education
MS
Trading Assistant Resume
Summary : Over 15 years of solid experience in sales, operational, and trading support. Excellent qualifications in team-building, and project execution. A dynamic leader with a solid record of contributions leading to heightened productivity, and achieving corporate goals.
Skills : Financial Analysis, Financial Modeling, Analytical, Administration, Training & Development, Excel And Powerpoint, Word Processing, Computer, Account Management.
Description :
Responsible for the issuance and administration of sales and purchase contracts of the unit making sure all the negotiated terms are in place.
Liaised and coordinated sales/purchases between suppliers and customers, negotiate, secured best price, ensure smooth delivery and timely settlement of payments Carefully follow all changes by the legal department in all KT documentation Complete all contracts data entry of all transactions for the financial reports on an accurate and timely manner.
Supported the execution of sales contracts and rendered commercial and logistic support to senior management and traders.
Communicated with the traffic department and back office colleagues to ensure the smooth execution of contracts.
Analyzed risks, coordinate with finance, and recommend extensions of finance terms to customers.
Approved departmental outgoing wires, mutual fund trades, and global trades.
Supported the introduction of new products saw the opening of a new butter plant.
Attended and defined business unit is primary legal activities, processes, and approvals Approval of letters, forms, and legal documents to be used with clients/suppliers Sales & purchase contracts.
Experience
7-10 Years
Level
Management
Education
Diploma
Trading Assistant Resume
Headline : Professional marketing and management experience that has to lead to high-impact client satisfaction. Excel in both start-up and mature corporate environments. A strong leader is known for tenacity and a positive can-do attitude.
Skills : Microsoft Excel, Data Entry, Administrative Duties, Accounting.
Description :
Ran morning reports.
Verified and apply inbound and outbound truck and rail tickets.
Made corrections if needed.
Processed freight bills for shipments.
Created delivery sheets and settlements for producer payments and accounts receivables.
Assisted office staff when needed with the phone, computer, tickets, contracts, and reports.
Ran monthly reports to verify data entry.
Experience
5-7 Years
Level
Executive
Education
Business Administration
Trading Assistant Resume
Headline : Trading Assistant with 6 years of experience in Reviewing and assisting in the collection of accounts receivable as needed, Identifying aging accounts and partner with Trader to reconcile in a timely fashion, and also Providing logistical support for commodity shipments by rail, truck, or barge.
Skills : MS Office, Planning Skills, Trading Skills.
Description :
Managed negotiation and execution of listed and OTC transactions across multiple asset classes including equity, equity derivative, commodity, and currency.
Monitored portfolio positions, P&L, and risk exposure on a real-time basis providing frequent updates and color to head trader.
Managed commission payments and sell-side relationships including trading and securities lending.
Forged and incubated new relationships with sell-side trading and research brokers.
Maintained and tracked all details of upcoming IPO's including book-runners, deal size, and book color.
Summarized and distributed all relevant news flows to the entire investment team.
Assisted individual clients with selling various merchandise on eBay.
Experience
5-7 Years
Level
Executive
Education
MBA In Finance
Trading Assistant Resume
Objective : To obtain a Trading Assistant position where I can learn new skills and apply the various skills gained through previous employers. I am honest, reliable, organized, and a good team member and communicator. Overall, I am seeking a new opportunity to advance with a growing company.
Skills : Microsoft Office, Computer Upgrade, Troubleshooting.
Description :
Created interactive forecast models, collateral quality and interest coverage testing, and cash flows on CLO bonds for sales and trading desk.
Reported to the head of the structured products desk.
Prepared analytical reports and compiled monthly pricing of CLO bonds for client portfolios.
Modeled tobacco bonds across multiple states participating in the MSA Tobacco deal.
Built esoteric cash flow models and provided extensive research on various aircraft deals including LIFT, AERCO, AFT, EAST, and other bonds not found on Intex.
Managed floor operations for a market-making trading firm specializing in interest rate derivatives.
Ensured accuracy of position and provide live risk updates to Risk Manager.
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