Sales & Trading Assistant (REG or NR) (Securities Trading)

Location: New York, New York, United States

Salary: $62,353.20–$80,000 per year

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and long-term decision-making.

What you will do

• Track, confirm, and execute securities transactions while ensuring accuracy.
• Support sales and trading personnel by processing trades and initiating client communications.
• Serve as a liaison between clients, sales and trading teams, and back-office operations.
• Maintain account files, prepare management reports, and organize efficient workflows.
• Interpret market and client information, prioritize time-sensitive data, and resolve complex issues.
• Participate in client meetings and assist with compliance reviews.

Requirements

• Bachelor’s degree and at least three years of experience in a sales or trading role within the securities or financial services industry, or an equivalent combination of education, experience, and training.
• Knowledge of securities trading and sales practices, trade processing procedures, market levels, bids, and offerings.
• Ability to analyze qualitative and quantitative data, solve problems creatively, maintain accuracy, and manage multiple deadlines.
• Professional written and verbal communication skills with a strong customer-service focus.
• Securities Industry Essentials Exam (SIE) required unless an exemption or grandfathering applies.
• Series 7/Series 63 or an appropriate series license, or an international equivalent, required for the assigned functional area.

Nice to have

• Experience using Bloomberg, Miter, Account Assignment Story Bond, MuniRecap, spreadsheets, databases, and electronic communication tools.

Culture & Benefits

• Full-time resident workstyle with less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Culture emphasizes professional development, collaboration, accountable decision-making, client focus, and continuous improvement.