Trading Support Associate III - Rebalance Support (Securities Trading)

Location: Hybrid role based in Saint Petersburg, Florida, United States; three days per week at the corporate office are required.

Company

hirify.global provides financial services and securities trading support for advisors, clients, and internal trading operations.

What you will do

• Provide technical support for internal users of multiple trading systems.
• Investigate trading issues, complaints, comparison problems, and errors affecting client accounts.
• Support price adjustments, trade corrections, reconciliations, and portfolio allocation activities.
• Coordinate large block orders with the appropriate trading desks and confirm trade execution.
• Maintain open-order files, trade data, and required databases in accordance with company procedures.
• Resolve issues with internal and external customers in a high-volume call environment.

Requirements

• Knowledge of securities trading concepts, practices, and procedures.
• Basic understanding of investment concepts and accounting principles.
• Ability to reconcile and correct transactions, analyze trade information, and solve problems.
• Ability to manage multiple tasks under pressure, meet deadlines, and work with frequent interruptions.
• Effective oral and written communication skills with internal and external customers.
• Bachelor’s degree in Accounting or a high school diploma; no licenses or certifications are required.

Culture & Benefits

• Hybrid work model with regular office attendance.
• Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Work in a client-first environment focused on integrity, collaboration, accountability, and continuous improvement.
• Travel is expected to be less than 25%.